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Microsoft's drawback on datacenter investment may signal AI demand concerns

lundi 24 février 2025, 15:22 , par TheRegister
Investment bank claims software giant ditched 'at least' 5 land parcels due to potential 'oversupply'
Microsoft has reportedly cancelled leases on datacenter capacity in the US, raising questions about whether the company may have overestimated demand for AI services and the compute power it needs to drive them.…
Lire la suite sur TheRegister
https://go.theregister.com/feed/www.theregister.com/2025/02/24/does_microsoft_pull_back_on/

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