Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says

Quick Summary:

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech giant as it builds out artificial intelligence infrastructure to meet a potential demand surge, TD Cowen analysts said.

Any lease cancellations would mark a sharp shift for a company that months ago earmarked $80 billion in capital spending for this fiscal year, mostly for AI.

A view shows a Microsoft logo at Microsoft offices in Issy-les-Moulineaux near Paris, France, January 9, 2025.

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Category: EconomyBusiness

Markets: SingaporeFrance

Topics: Demand Tech Company Data Meet Spending Leases Microsoft Capacity Analysts 2025

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Published On: 2025-02-24 @ 21:19:40 (10 hours ago)

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Language: English

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