Analysts Notice Microsoft Quietly Cancelling Data Center Leases
TD Cowen noticed Microsoftdoing something strangeon Friday . The Open AI partner and technical school giant appeared to be scratch data middle lease . According to the marketplace analyst , this is part of a wider pattern . TD Cowen said Microsoft had an “ oversupply ” trouble . It ’s another datapoint that points to Big Tech ’s nerves around its magnanimous bet on AI . TD Cowen published itsquick takeon February 21 and articulate its research into Microsoft ’s data center business had turned up something interesting ....