Source item
Open original source ↗Microsoft's initial plan was to leapfrog both Google and Amazon to become the largest tech infrastructure company in the world.
Then they got scared.
They backed away from OpenAI, backed away from some leases, and even slowed down their construction pace for major datacenters.
Quoted context
These are the quoted author’s words.
Microsoft’s Datacenter Freeze 1.5GW Self-Build Slowdown Lease Cancellation Misconceptions OpenAI Shift Oracle & Stargate Acceleration Hyperscale Capex Implications Vertiv's Impact Misunderstood $VRT Copilot Weak Adoption https://t.co/WH26fgXr6g
SemiAnalysis_ ↗