Reported about 4 hours ago
Microsoft has started canceling leases for a significant amount of datacenter capacity in the US, raising questions about potential oversupply in AI infrastructure. Analysts warn that this move may indicate the company is uncertain about future demand growth for AI services. While Microsoft maintains its spending target of $80 billion for the fiscal year, the decision to retract on leases suggests a possible slowdown in international leasing and a more cautious approach to future investments in AI capabilities.
Source: YAHOO