- Bloomberg He informs that Microsoft will not continue with multiple data centers projects worldwide
- It is the third report that claims Microsoft’s most cautious approach for its data center projects
- There are indications that we are about to see an excess global capacity when it comes to data centers
The global stock markets are agitation at this time when President Donald Trump’s rates begin to enter into force, but that is not the only problem facing large technology companies.
Microsoft is now the focus of a third party Bloomberg Report detailing the setbacks in their AI data center plans, asking new questions about how the American technological giant remains its current level of investment in AI infrastructure.
Although Microsoft maintains that it will spend around $ 80 billion in data centers in this fiscal year, it has recognized that growth will be delayed after that. The future approach will change the new construction to the existing infrastructure of equipment with servers and AI equipment.
Still on the way to spend $ 80 billion
Bloomberg He affirms that Microsoft has left or leisurely with data centers in multiple regions.
In the United Kingdom, he moved away from a possible lease contract near Cambridge that was marketed to accommodate advanced Nvidia chips.
In Indonesia, parts of a data center campus at an hour outside Yakarta have been suspended.
In North Dakota, the conversations lasted so long with a possible tenant that Microsoft lost exclusivity, and the expansion has also slowed in Wisconsin, where the company had already spent $ 262 million under construction, including almost $ 40 million in particular.
Microsoft also recently withdrew from a plan to lease an additional capacity of $ 12 billion of Coreweave data. Operai intervened to plug that gap, but since Microsoft is Openai’s largest financier, he probably used Microsoft’s money to do so.
Part of the precaution can come from the signs that the workloads of AI are becoming less intensive in the calculation of the expected, thanks in large part to the “desirekseek effect”, where the startup of the China demonstrated a performance comparable to OpenAi with much less resources. This has led some investors to question whether the current construction rate can be justified.
Meanwhile, a separate report from MIT technology review It shows the overcapacity scale in China.
The government quickly tracked more than 500 data construction projects, with at least 150 completed by the end of 2024, but it is estimated that 80% of these new resources of AI data centers are not used.
Together, these developments suggest that the ambitions of the Big Tech data center may be exceeding the current demand for AI services, at least for now, what is beginning to cause caution between investors and industry experts.
