A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
Ed Zitron is credible but he’s trying a little bit too much for his own good. My guess is loads of people bought into the hype and are now holding the bags awkwardly and we’re left with smug assholes pointing that out. Takes one to know one ;)
Ed Zitron is credible but he’s trying a little bit too much for his own good. My guess is loads of people bought into the hype and are now holding the bags awkwardly and we’re left with smug assholes pointing that out. Takes one to know one ;)