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TD Cowen: Microsoft Cuts US Data Center Leases and Overseas Spending, Potentially Shifting Focus to Domestic Market
2025-02-25 /
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Author：小编
A report by TD Cowen reveals that Microsoft has terminated leases for data centers with at least two US operators and scaled back its overseas spending plans. This suggests a potential reallocation of international funds to the US market, hinting at a strategic shift away from aggressive international expansion. Specifically, Microsoft has abandoned multiple data center deals exceeding 100 megawatts, with the expiration of contracts totaling over 1 gigawatt, and has relinquished at least five pieces of land originally earmarked for data center construction. This decision could be attributed to market oversupply or influenced by OpenAI's transition to the SoftBank Group of Japan as its primary financial supporter.
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