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 was thinking this. Microsoft got some participation on OpenAI and has been paying them with cheap credits to run on their data centers. I guess they’re starting to worry that once the house of cards collapse, they’ll be the ones to pick up the pieces for any over-investment.
I was thinking this. Microsoft got some participation on OpenAI and has been paying them with cheap credits to run on their data centers. I guess they’re starting to worry that once the house of cards collapse, they’ll be the ones to pick up the pieces for any over-investment.