Microsoft Drops Some AI Data Center Leases: TD Cowen

Microsoft Drops Some AI Data Center Leases: TD Cowen

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For your information, you can find below the description of the video Microsoft Drops Some AI Data Center Leases: TD Cowen published by the Youtube channel Bloomberg Technology:

Microsoft has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the long term. TD Cowen analyst Michael Elias, one of the authors of the note, joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology."
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