Rumour say MS is cancelling Data Center lah….why hah?

[k1976]

https://www.businesstoday.in/amp/te...es-amid-oversupply-concerns-465658-2025-02-24

Microsoft has reportedly cancelled several U.S. data center leases amounting to hundreds of megawatts (MW) and has pulled back on converting Statements of Qualification (SOQ) into signed leases, according to an industry update by TD Cowen. The move suggests a possible oversupply issue in the data center market and a shift in Microsoft’s expansion strategy, including a reallocation of international spending toward U.S. operations.

According to TD Cowen’s channel checks, Microsoft terminated multiple lease agreements across the U.S. with at least two private data center operators, affecting leases totalling “a couple of hundred MW.” Some of these terminations were reportedly justified by facility power delays.

 

[k1976]

Here is the TD data center note that has everyone buzzing​

• Is the spending about to slow?

https://www.forexlive.com/news/here...-note-that-has-everyone-buzzing-20250223/amp/

Adam Button
23/02/2025 | 14:28 GMT

AI hype and data-center capex have been major market drivers in the past year but there is some angst lately about how much is being spent and whether there is a real business case for it all. That really kicked off with DeepSeek undercutting cost assumptions and now there is a TD note doing the rounds suggesting that Microsoft is pulling back on spending.

 

[k1976]

Microsoft's Satya Nadella Just Gave Nvidia Stock a Reality Check​

By Timothy Green – Feb 23, 2025 at 7:45AM
KEY POINTS


https://www.fool.com/investing/2025/02/23/microsofts-satya-nadella-just-gave-nvidia-stock-a/

• 
  Microsoft plans to lease AI computing capacity down the road because the company expects there to be an oversupply driven by massive investments.
• 
  This would lower the price of AI computing capacity and put pressure on demand for Nvidia's GPUs.
• 
  While cheap AI computing could boost demand, history suggests there's a limit.

 

[k1976]

Tech giants are going all-in on artificial intelligence (AI). Microsoft (MSFT -1.90%)recently announced plans to spend $80 billion this year building out AI data centers to support training advanced AI models and deploying those models to the cloud. Meta Platforms is following suit, with up to $65 billion allocated for AI infrastructure in 2025.

Not to be outdone, Amazon has upped its capital spending plan to $100 billion for the year, although not all of this will go toward AI computing capacity. Lastly, Alphabet boosted its capital spending plan to $75 billion for 2025, with much of that related to AI.

On top of all this spending, the Trump Administration's Stargate project involves another $500 billion in AI investments over the next four years, and the European Union is aiming to mobilize 200 billion euros ($209 billion) for AI investments. Long story short, an enormous amount of capital is rapidly being spent on AI data centers and the necessary equipment to train and run powerful AI models, particularly graphics processing units (GPUs)from Nvidia (NVDA -4.05%).

 

[syed putra]

Microsoft expanding in jiu hu

eadlines​

EcoWorld’s data centre bet hits jackpot with RM1.3bil payoff​

Lee Min Keong
-22 Feb 2025, 09:00 AM

Developer’s high-tech industrial park strategy has seen tech giants forking out RM1.3 billion to buy land for data centre projects.​

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EcoWorld said its close engagements with technology leaders such as Microsoft fast-tracked its evolution as an ‘industrial developer’. (Freepik pic)


PETALING JAYA: Eco World Development Group Bhd’s (EcoWorld) decision mid last year to target high-tech projects, especially data centres, for its industrial parks has paid handsome dividends.


In less than a year since, the property developer has sealed three land sale deals totalling about RM1.3 billion for data centre projects in Johor.


Earlier this week, EcoWorld announced it is selling 138.5 acres of industrial land located within its Eco Business Park I development in Tebrau, Johor Bahru, to Microsoft for RM693.96 million cash.

This will be its second land deal with the software giant, following the sale of 123 acres of land within the Eco Business Park VI in Kulai for RM402.3 million in June 2024. The two deals with Microsoft, which plans to operate data centres at the locations, total RM1.1 billion.

 

[k1976]

https://www.tipranks.com/news/the-f...er-plant-assets-worth-up-to-4b-bloomberg-says

AMD is selling its Asian based Data Centers

 

[k1976]

OpenAI plans to shift 75% of its data center capacity to Stargate, a SoftBank-backed project, by 2030, according to The Information.

This move signals a departure from its reliance on Microsoft, though OpenAI will continue investing in Microsoft-operated data centers in the near term.

Operational costs are also expected to surge, reaching US$20 billion by 2027 from a projected US$5 billion in 2024.

By 2030, expenses for running AI models will surpass training costs.

 

[k1976]

https://www.techinasia.com/news/openai-to-shift-75-of-data-centers-to-stargate-by-2030

 

[NanoSpeed]

KNN, very soon need to create a new exclusive section for you, just like my ex-mentor.

OTTO syndrome - ownself talk to ownself.