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
Related Coverage
- The research note that's raising eyebrows: Microsoft reportedly is canceling data-center leases MarketWatch · Steve Goldstein
- Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible ‘oversupply position’ Business Insider · Sarah Jackson
- Analysts Notice Microsoft Quietly Cancelling Data Center Leases Gizmodo · Matthew Gault
- Analyst says Microsoft cancels US data centre leases, hinting at AI slowdown Capital Brief · Paulina Durán
- Microsoft Reportedly Canceled Some Planned Datacenter Capacity Thurrott · Paul Thurrott
- Microsoft's drawback on datacenter investment may signal AI demand concerns The Register · Dan Robinson
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- Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report New York Post · Taylor Herzlich
- Microsoft refutes TD Cowen report it is canceling US data center leases (update) Seeking Alpha · Chris Ciaccia
- Microsoft Outsources OpenAI's Ambitions to SoftBank Spyglass · M.G. Siegler
- Microsoft Cancels Some Data Center Leases, Raises Questions on AI Expansion Strategy Benzinga · Anusuya Lahiri
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- AI Data Center Demand Isn't Collapsing, It's Shifting Spyglass · M.G. Siegler
- Microsoft reportedly cancels US data center leases amid oversupply concerns Business Today
- Potential first major red flag that the AI bubble is going to burst - Microsoft are cancelling opex they'd committed for AI https://www.bloomberg.com/... @GossiTheDog@cyberplace.social · Kevin Beaumont
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Discussion
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@mgsiegler.com
M.G. Siegler
on bluesky
Yeah I mean isn't this most likely the outsourcing of OpenAI's compute needs (for AGI and “Superintelligence") to SoftBank? Wrote about exactly this yesterday. By shifting this partnership, Microsoft may have saved themselves *double* the CapEx (or more)! spyglass.org/openai-mi…
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@karlbode.com
Karl Bode
on bluesky
the bubble shall pop — the hype artists shall scurry — the tech press will pretend they didn't help inflate it [embedded post]
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@dylan522p
Dylan Patel
on x
On Friday, there was a report stating that Microsoft was canceling datacenter leases for several hundred of MWs - alluding to a high risk of overbuild/oversupply. We discussed this in December in our Datacenter Model where we track every individual DC. Let's break it down cause
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@silvermanjacob
Jacob Silverman
on x
Is Satya still good for his $80 billion
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@edzitron
Ed Zitron
on x
Not only is Microsoft canceling leases they are pulling statements of qualifications - basically the financial rundown that says how they'll intend to pay for the lease/financing terms that would be the precursor for a lease, meaning they could have pulled out on more than two [i…
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@firstadopter
Tae Kim
on x
Strange people in fear mongering posts conveniently do not mention Satya said there will be “massive demand” for AI infrastructure using the word “exponentially” in the same podcast. Also, Microsoft statement below. The note literally mentions OpenAI may be shifting to Stargate […
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@edzitron
Ed Zitron
on x
There will be massive demand. That's why we're cutting supply!