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
Maybe thanks to tariffs the importation of components made overseas will become cost prohibitive vs any expected potential gains from further development of LLM/AI. Or, perhaps in addition, an expected economic downturn has caused them to re-evaluate large investments in the immediate future. Or maybe they think AI is dumb.
Maybe thanks to tariffs the importation of components made overseas will become cost prohibitive vs any expected potential gains from further development of LLM/AI. Or, perhaps in addition, an expected economic downturn has caused them to re-evaluate large investments in the immediate future. Or maybe they think AI is dumb.