Microsoft is redirecting a portion of its planned international spending to the U.S. too, TD Cowen said, which “suggests to us a material slowdown in international leasing.”
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Microsoft cancels leases for AI data centers, analyst says
作者：Ryan Vlastelica,Newley Purnell,Bloomberg
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摘要
TD Cowen reports that Microsoft is reallocating some of its intended international expenditures to the U.S., indicating "a significant slowdown in international leasing."