TD Cowen: Microsoft canceled new data center projects in the US and Europe that would've amounted to ~2 gigawatts of capacity, a sign of AI computing oversupply (Bloomberg)
Bloomberg: TD Cowen: Microsoft canceled new data center projects in the US and Europe that would've amounted to ~2 gigawatts of capacity, a sign of AI computing oversupply — The analysts, who rattled investors with a February note highlighting leases Microsoft had abandoned in the US …
Bloomberg:
TD Cowen: Microsoft canceled new data center projects in the US and Europe that would've amounted to ~2 gigawatts of capacity, a sign of AI computing oversupply — The analysts, who rattled investors with a February note highlighting leases Microsoft had abandoned in the US …
