Tag: oversupply concerns

Source URL: https://www.theregister.com/2025/02/24/does_microsoft_pull_back_on/ Source: The Register Title: Microsoft’s drawback on datacenter investment may signal AI demand concerns Feedly Summary: Investment bank claims software giant ditched ‘at least’ 5 land parcels due to potential ‘oversupply’ Microsoft has reportedly cancelled leases on datacenter capacity in the US, raising questions about whether the company may have overestimated demand…