Microsoft cancels up to 2GW of data center projects, says TD Cowen
Follows reports of 200MW of cancellations last month
News - TD Cowen
The latest news from the data center, telco, and cloud sector
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Microsoft cancels 200MW of AI data center leases - report
Report from TD Cowen suggests company is withdrawing from capacity agreements
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TD Cowen: Record year expected as US data center leases hit 2.1GW in 90 days due to AI boom
Investment bank sees positives for hyperscalers, Equinix, and Digital Realty - but not supply chains