A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
There are a few of us here who are closer to Satya‘s strategic roadmap than you might think.
I’m sure but they’re not going to hedge on a roadmap. Roadmaps are aways full-steam-ahead.