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Microsoft Cancels Data Leases, Fueling OpenAI Stargate Pullout Rumors
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
DeepSeek effect? Microsoft’s data center pullback sparks questions about AI cost
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.