Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Microsoft (Msft) Shares reported that after an analytical report on Monday, the company canceled some US data center leases, which expressed much more of the EI infrastructure.
Analysts on TD Cowen on Friday (Td) It should be noted that the Tech giant “several hundred megawatts” or about two data centers canceled the rent. In some cases, Microsoft, “Institution / Power Delays” is the reason for the liquidation of the analysts, Meta (Meta) previously used a similar basis to cancel the data center lease.
TD Cowen also noted that Microsoft’s “retreated”, the closure of contracts that will usually be rented in traditional traditional contracts and cancellation of contracts. Analysts expressed uncertainty about Microsoft’s actions to express temporary delays or contracts.
The company added that “in extreme condition”, Microsoft rejects other information centers and land purchase transactions. TD Cowen analysts wrote that “We believe that the appetite for the loss and strength of a large demand signal responded to Microsoft was believed to be connected with Openai.”
The company’s shares increased by 1.2% in noon in noon and more than 4% this year.
“Thanks to the important investment of this point, we have good positions to meet with our current and growing customer needs,” he said in a statement shared with Microsoft Press Secretary, quartz. “We added more capacity in history last year. In some areas, when we regulate the tempo or infrastructure of strategically, we will continue to grow strong in all regions.
The press secretary added that Microsoft plans to spend more than $ 80 billion in the AI infrastructure of the plan.
According to the reported last week, Openai said he was waiting for investors Stargate project – SoftBank and Oracle are partners (Orclc) over – for Provide three-quarters of the required calculation power For artificial intelligence models by the end of the decade – a turn from Microsoft.
Bank of America (Bak) Analysts note that Monday, Microsoft’s data center strategy has changed “strong denial” changes.
“They invest in the basis of a 10-year sight on the requirement of the Cloud and AI request,” the Bank of American analysts. “They increase this work in time, depending on this work time, according to the fact that these areas should be priority.”
