- Analysts indicate that Microsoft has canceled leases with at least two data centers operators
- It could be reassessed
- Despite the adjustments, Microsoft maintains its $ 80 billion commitment
Microsoft may not be quite also while investing in the IA infrastructure that recent reports have suggested it. Marketwatch reported a research note written by TD Cowen analysts who claim that Microsoft has canceled leases in the United States with at least two operators of private data centers.
The leases have totaled “a few hundred megawatts” and Microsoft does not convert the “so -called lease qualifications”. The same analysts also report that Microsoft has moved part of the international expenses provided in the United States.
This is despite a recent interview with Microsoft President and Chief Executive Officer, Satya Nadella, who said that IA supply and demand will have to meet and that technological companies will have to invest in an exponential way to get there.
Ask wider questions
“When associated with our previous chain checks, it points to a potential exceeding position for Microsoft,” said the main analyst Michael Elias. The group believes that the change is linked to Openai to which Microsoft has close links.
“Consider this: Microsoft was the most active tenant in 2023 and 1:24, when he provided the capacity compared to a forecast of capacity which envisaged incremental Openai workloads. However, as we think indicated by its decision to break the construction on a data center in the Wisconsin – that our previous channel checks indicated to support OPENAI – there is probably a capacity, in particular in the fields where the capacity is not fungible for clouds, where the company can have an excess center of data in relation to its new forecasts, “said analysts.
Write on the news, Bloomberg said: “A potential lease decline by Microsoft raises broader questions about the question of whether the company – one of the main among major AI technologies – is increasingly cautious about the prospects for global demand. The company has declared that it expects to spend $ 80 billion this exercise on AI data centers, and on a profit call at the end of January.
“Although we can rhythm strategically or adjust our infrastructure in certain areas, we will continue to grow strongly in all regions,” Microsoft spokesperson told Bloomberg. “Our plans to spend more than $ 80 billion in infrastructure, this FY remains on the right track while we continue to grow at a record rate to meet customer demand.”
