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
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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