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
Yeah you echo my thoughts actually. That efficiency could be found in multiple areas, including deepseek. That perhaps too that some other political things may be a bit more uncertain.
Yeah you echo my thoughts actually. That efficiency could be found in multiple areas, including deepseek. That perhaps too that some other political things may be a bit more uncertain.