Microsoft Drops Some AI Data Center Leases: TD Cowen
February 24, 2025
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2:53Now PlayingMicrosoft Drops Some AI Data Center Leases: TD Cowen
YouTube Description
as posted by the channelMicrosoft has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the long term. TD Cowen analyst Michael Elias, one of the authors of the note, joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology."
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