Microsoft has pulled back on over a gigawatt of planned data center capacity, suggesting that they do not think there is a growth future in generative AI - eviltoast
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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
  • Optional@lemmy.worldEnglish
    2·
    2 days ago

    I’m sure but they’re not going to hedge on a roadmap. Roadmaps are aways full-steam-ahead.