I've read the first 2 paragraphs 5 times and I still can't tell if Microsoft was renting datacenters and paying for them, or if Microsoft was leasing out datace

I've read the first 2 paragraphs 5 times and I still can't tell if Microsoft was renting datacenters and paying for them, or if Microsoft was leasing out datacenters and decided "no more AI data centers for you, 3rd parties". And digging further into the article didn't help either.