每经记者:蔡鼎每经编辑:兰素英图片来源:每日经济新闻 谭玉涵 摄道明银行旗下投行和金融服务机构TD Cowen上周五发布“渠道调查”研报称,微软已经取消在美国“数百兆瓦”容量的数据中心租约,同时该公司已暂停将已协商并签署的资格声明(SOQ)转为租赁协议。TD Cowen分析认为,微软此举主要是因为“预见到供大于求”。公司大规模放弃产能扩张表明,此前推动其在AI基建上重金投入的重要市场信号已经消失。...
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