
Microsoft’s data center cuts stoke demand fears, but UBS says AI cycle still hot
Investing.com -- Microsoft’s recent cutbacks on early-stage data center projects have sounded the alarm on AI demand, but UBS isn’t convinced and chalks it up to the tech giant finally getting a grip on its data center needs after a leasing binge.“Microsoft bought up as much available leased data center capacity as it could in 2022-2024 and now has the visibility to eliminate some of these â ...