By Aditya Soni
(Reuters) – Microsoft has deleted leases for significant data center capacity in the United States, suggesting a potential excess offer in technology giant, as it builds an artificial intelligence infrastructure to respond to a sharp increase in The request, said TD Cowen analysts.
Skepticism has increased among investors on billions of dollars that US technological companies have channeled in AI infrastructure due to the hard reimbursement and breakthroughs to the Chinese startup Deepseek, which presented AI technology to the height or even better than its Western competitors during a fraction of fraction of the IA the cost.
Microsoft, based in Redmond, based in Washington, canceled leases totaling “a few hundred megawatts” of capacity with at least two operators of private data centers, said analysts led by Michael Elias, citing controls of the chain ‘supply.
Microsoft has also taken a statement for converting qualifying, or precursors into formal leases, added analysts, claiming that other technological companies, including meta platforms, had previously taken similar measures to reduce capital expenditure .
The note was published late Friday, but she resumed traction on social media platforms this weekend, with several media covering development on Monday.
Microsoft, the main Chatgpt-Maker Openai support, did not immediately respond to a request for comments on Monday.
Brokerage Jefferies, currently hosting the Microsoft investors’ relationship team in Sydney, said the company had firmly denied any change in its data center plans.
The actions of the company, which underperformed most of Big Tech technological actions last year, increased by approximately 0.5% in the trade of the United States before marketing.
Any lease cancellation would mark a net change for a company that was brought months ago to 80 billion dollars in capital expenses for this financial year, mainly for AI. Microsoft called on crucial expenses to soften the bottlenecks of the offer that limit its ability to meet the AI demand.
The news could possibly indicate a lower demand, said Bernstein analyst Mark Moelder, in particular after the quarterly results of the dull of large cloud companies, but it also reflected capacity building in Microsoft in the last years.
“Microsoft needed to meet demand and had a lot of difficulty finding the ability. Management may therefore have rented, even in a significant bonus, data centers and GPU capacities and negotiated more transactions for additional future capacity What they needed, “said Moelder.
(Report by Aditya Soni in Bengaluru; edition by Sriraj Kalluvila)
