- Analysts say that Microsoft has canceled leases with at least two data centers operators
- Could reassess the infrastructure investments of AI amid excessive potential
- Despite the adjustments, Microsoft maintains its commitment of AI of $ 80 billion
Microsoft may not be as included in investing in AI infrastructure as recent reports have been suggested. Market clock Informed on a research note written by TD Cowen analysts, which states that Microsoft has canceled the leases in the US. UU. With at least two private data centers operators.
The leases totaled “a couple of hundreds of megawatts” and Microsoft are not turning “called declarations of leases.” The analysts also report that Microsoft has transferred a part of the planned international spending to the United States.
This despite a recent interview with the president and executive director of Microsoft Satya Nadella, who said that the supply and demand for AI will have to meet and that technology companies must invest exponentially for this to happen.
Raising broader questions
“When combined with our previous channel verifications, it points to a position of excess potential supply for Microsoft,” said main analyst Michael Elias. The group believes that the change is linked to OpenAI, to which Microsoft has close ties.
“Consider this: Microsoft was the most active capacity lessee in 2023 and 1h24, at which time the ability to acquire in relation to a capacity forecast that contemplated incremental open work loads. However, as we believe it is indicated by its decision to stop construction in a data center in Wisconsin, that our previous channels checks indicated was to support OpenAi, there is a capacity that has probably acquired, particularly in areas where the capacity is not fungible for the cloud, where the company can have an excessive capacity of the data center in relation to its new prognosis, ”analysts said.
Writing about the news, Bloomberg Dijo: “Un posible retroceso de arrendamiento de Microsoft plantea preguntas más amplias sobre si la compañía, una de las personas con granja entre las grandes tecnologías en IA, está creciendo cauteloso sobre la perspectiva de la demanda general. La compañía ha dicho que espera gastar $ 80 mil millones en este año fiscal en los centros de datos de la IA, y en una demanda de ganancias tardía en enero, el director ejecutivo Satya Nadella dijo que Microsoft ha mantenido a Susting Susting Spending A SPENDING A SPENING A SPENING A SPENING A SPENING A SPENING A SPENING A SPENDING A SPENING A SPENDING TO SPENING A SPENDING TO SPENING TO SPENING TO SPENING TO SPENDING TO SPENDING TO SPONNTS “.
“While we can strategically follow or adjust our infrastructure in some areas, we will continue to grow strongly in all regions,” said Microsoft spokesman for Bloomberg. “
