Microsoft's latest 10&K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months (@semianalysis_)
@semianalysis_: Microsoft's latest 10-K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months — Microsoft datacenter strategy - still in⏸️mode ???? @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft's latest 10-K backs us up: committed datacenter construction [image]
@semianalysis_:
Microsoft's latest 10-K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months — Microsoft datacenter strategy - still in⏸️mode ???? @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft's latest 10-K backs us up: committed datacenter construction [image]
