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TD Cowen: Microsoft cancels leases for a substantial amount of US data centers, potentially due to over-investment fears; Microsoft plans to spend $80B in 2025 (Bloomberg)
Bloomberg: TD Cowen: Microsoft cancels leases for a substantial amount of US data centers, potentially due to over-investment fears; Microsoft plans to spend $80B in 2025 — - The company has pledged $80 billion toward computing capacity — Wall Street is questioning AI demand over the longer-term
Bloomberg:
TD Cowen: Microsoft cancels leases for a substantial amount of US data centers, potentially due to over-investment fears; Microsoft plans to spend $80B in 2025 — - The company has pledged $80 billion toward computing capacity — Wall Street is questioning AI demand over the longer-term
