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TD Cowen: Microsoft walked away from new data center projects in the US and Europe that had been set to consume 2 gigawatts, a sign of AI computing oversupply (Bloomberg)

Bloomberg: TD Cowen: Microsoft walked away from new data center projects in the US and Europe that had been set to consume 2 gigawatts, a sign of AI computing oversupply  —  The analysts, who rattled investors with a February note highlighting leases Microsoft had abandoned in the US …

Mar 26, 2025 - 18:07
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TD Cowen: Microsoft walked away from new data center projects in the US and Europe that had been set to consume 2 gigawatts, a sign of AI computing oversupply (Bloomberg)

Bloomberg:
TD Cowen: Microsoft walked away from new data center projects in the US and Europe that had been set to consume 2 gigawatts, a sign of AI computing oversupply  —  The analysts, who rattled investors with a February note highlighting leases Microsoft had abandoned in the US …

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