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
Because investors expect it, whether it generates profit or not. I guess we will see how it changes workflows, or whether people continue to do things like they always have.
Because investors expect it, whether it generates profit or not. I guess we will see how it changes workflows, or whether people continue to do things like they always have.