格隆汇2月24日|TD Cowen发表报告,微软已取消美国至少两间营运商的数据中心租约,同时还缩减海外开支计划,微软似乎已将相当大的一部分国际支出计划重新分配至美国,预示着该公司可能会缩减国际扩张计划。从渠道检查中发现,微软已放弃数宗超过100兆瓦的数据中心交易,让超过1千吉瓦的合约到期,并且放弃原先安置新增数据中心容量的至少五块土地。该行认为,微软此举可能于供应过剩有关,又或者可能是OpenAI...
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