Gigawatt Dreams

2 months ago | semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |Maya Barkin |Gigawatt Dreams

Over the last few months, there have been a number of headlines raising concerns about Microsoft’s reduction in datacenter leasing activities including a few datacenter leasing cancellations. We called out Microsoft’s exit of multiple datacenter leasing contracts to our datacenter model clients on December 17th (two months before the Wall Street headlines). This story isn’t as simple as it seems and there is a lot more nuance to Microsoft’s actions.