A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
Oh thank fuck. Finally some steps away from AI. It was starting to feel like everything was AI all the time.
oh don’t worry that won’t change