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
Had a big thing written out, didn’t like it when I read it back. So keeping it simple, I equivocated to try to deflect some of the potential rough replies from the cultists who have already drunk the Koolaid.
Had a big thing written out, didn’t like it when I read it back. So keeping it simple, I equivocated to try to deflect some of the potential rough replies from the cultists who have already drunk the Koolaid.