微软公司取消了一些美国数据中心的租约,表明可能存在的AI基础设施供过于求的问题。 Microsoft cancels some U.S. data center leases, signaling potential AI infrastructure oversupply concerns.

据报告,微软公司取消了大量数据中心能力的租约,在800亿美元的AI基础设施推动下,总共租了几百兆瓦。 Microsoft reportedly canceled leases for significant data center capacity, totaling a couple of hundred megawatts, amid its $80 billion AI infrastructure push. 这一举措表明潜在的供过于求或冷却需求。 This move suggests potential oversupply or cooling demand. 分析员注意到,微软公司已停止转换通常导致正式租赁的协议,这可能是因为技术行业存在不确定性。 Analysts note that Microsoft has stopped converting agreements that usually lead to formal leases, possibly due to uncertainty in the tech industry. 尽管取消,微软公司仍重申其6月终了财政年度的支出计划。 Despite the cancellations, Microsoft reaffirmed its spending plans for the fiscal year ending in June.