A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
It could also be the result of deepseek. Microsoft could be forcing a constraint on its development in order to push innovation towards more efficient models.
It could also be the result of deepseek. Microsoft could be forcing a constraint on its development in order to push innovation towards more efficient models.