Microsoft pulls back on AI data center spending

semafor.com/article/02/25/2025/microsoft-pulls-back-on-ai-spending-as-skepticism-grows-over-major-infrastructure-investments

The News
Microsoft canceled some leases for artificial intelligence data center capacity in the US, as investors grow skeptical over the billions Big Tech is pouring into AI infrastructure.
A report from brokerage TD Cowen suggests a possible AI computing oversupply at the US tech…

This story appeared on semafor.com, 2025-02-25 11:29:00.
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