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A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts (SemiAnalysis)

SemiAnalysis: A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts  —  OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption

Apr 28, 2025 - 13:15
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A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts (SemiAnalysis)

SemiAnalysis:
A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts  —  OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption

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