Microsoft Cancels Some Data Center Leases, Raises Questions on AI Expansion Strategy
1. MSFT cancels U.S. data center leases. Indicates possible AI overcapacity. 2. Canceled leases total hundreds of megawatts. Channel checks support the reduction. 3. MSFT commits $80B for AI data centers. CEO cites exponential demand growth. 4. Chinese open-source AI model raises capex concerns. Similar strategies noted at META. 5. MSFT debuts Majorana 1 quantum chip. Enhances industrial-scale problem solving.