https://www.datacenterdynamics.com/en/news/microsoft-cancels-up-to-2gw-of-data-center-projects-says-td-cowen/ https://www.datacenterdynamics.com/en/news/microso

https://www.datacenterdynamics.com/en/news/microsoft-cancels-up-to-2gw-of-data-center-projects-says-td-cowen/ https://www.datacenterdynamics.com/en/news/microsoft-cancels... AI seems like it is speedrunning all the phases of the hype cycle. "TD Cowen analysts Michael Elias, Cooper Belanger, and Gregory Williams wrote in the latest research note: “We continue to believe the lease cancellations and deferrals of capacity points to data center oversupply relative to its current demand forecast.”"