A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts (SemiAnalysis)
SemiAnalysis: A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts — OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption
SemiAnalysis:
A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts — OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption
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