[computerphage]

Wait, aren't they cancelling leases on non-ai data centers that aren't under Microsoft's control, while spending much more money to build new AI focused data centers that that own? Do you have a source that says they're canceling their own data centers?

[PessimalDecimal]

https://www.datacenterfrontier.com/hyperscale/article/552705... might fit the bill of what you are looking for.

Microsoft itself hasn't said they're doing this because of oversupply in infrastructure for it's AI offerings, but they very likely wouldn't say that publicly even if that's the reason.

[computerphage]

Thank you!