@semianalysis_:

Microsoft's latest 10-K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months  —  Microsoft datacenter strategy - still in⏸️mode 🧵 @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft's latest 10-K backs us up: committed datacenter construction [image]

@semianalysis_:

Microsoft's latest 10-K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months  —  Microsoft datacenter strategy - still in⏸️mode 🧵 @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft's latest 10-K backs us up: committed datacenter construction [image]

Source: TechMeme
Source Link: http://www.techmeme.com/250802/p3#a250802p3