Ravi Nayyar'[MSFT] has walked away from new data center projects in the US and Europe ... about 2 gigawatts of electricity ... attributed the pullback to an oversupply of the [computing] clusters ...
'... reflected the company’s choice to forgo some new business from ChatGPT maker OpenAI ...
'... Google had stepped in to grab some leases Microsoft abandoned in Europe ... while [Meta] ... had scooped up some of the freed capacity in Europe.
'... we [MSFT] are well positioned to meet our current and increasing customer demand ... added more capacity than in any other year in its history.
'After a frantic expansion to support OpenAI and other artificial intelligence projects, the company expects spending to shift from new construction to fitting out data centers with servers and other equipment.
'... believe the lease cancellations and deferrals of capacity points to data center oversupply relative to its current demand forecast ...'
https://archive.md/7Lae0
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