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
I don’t buy that. The article covers a lot more than the cancellation of data center leases.
It also talks about Stargate, SoftBank, and a lot of other related elements that point to the original premise as the correct one - M$ is aware they’re not going to get the bike for Christmas.
Really? That’s disappointing.
I was hoping for more credible people to be pointing out the wank that is generative AI.
I don’t buy that. The article covers a lot more than the cancellation of data center leases.
It also talks about Stargate, SoftBank, and a lot of other related elements that point to the original premise as the correct one - M$ is aware they’re not going to get the bike for Christmas.