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Microsoft has begun cancelling AI data center leases: TD Cowen
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Microsoft (MSFT) has reportedly begun cancelling AI data center leases as a TD Cowen note suggests this may be a symptom of an oversupply issue.
Catalysts hosts Seana Smith and Madison Mills discuss Big Tech's CapEx spending on artificial intelligence and current trends in the industry's AI demand.
To watch more expert insights and analysis on the latest market action, check out more Catalysts here.
This post was written by Luke Carberry Mogan.
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