微软砍单以及杰文斯悖论效应疑似减弱

华尔街见闻
04 Apr

微软砍单1.98GW为分期4年,相当于每年实际砍单为500MW。分布的数据中心包括US Atlanta,US Wisconsin,US San Antonio 2 facility,US Kansas City, US Cedar,US Illinois,以及EU 390MW。在TD Cowen出传出MSFT放弃2GW数据中心后,我们与一直紧密联系的CSP专家再次沟通了解了情况。我们在2月中曾经与...

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