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
For a lot of computing workloads, including AI inference (and training), the user won’t notice the difference if it’s being done in a different country.
With the US’s ‘100% tariffs on Taiwanese chips’ to be taken ‘seriously, but not literally’, at some point it makes sense to build additional ‘AI’ capacity in Canada instead.
I tried to find additional info on the report’s ‘re-allocating a considerable portion of [its] projected international spend to the US’, but I am unable to find the original report, to see if there were additional pages.
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For a lot of computing workloads, including AI inference (and training), the user won’t notice the difference if it’s being done in a different country.
With the US’s ‘100% tariffs on Taiwanese chips’ to be taken ‘seriously, but not literally’, at some point it makes sense to build additional ‘AI’ capacity in Canada instead.
I tried to find additional info on the report’s ‘re-allocating a considerable portion of [its] projected international spend to the US’, but I am unable to find the original report, to see if there were additional pages.