Cancellation of Microsoft Datacenter Lease Agreement

Created at Feb 24, 2025 13:04:13 / Updated at Feb 24, 2025 13:35:23 70.**.243.51   81   3   0  

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement

Concerns are raised about potential oversupply and the need to revise predictions regarding demand for OpenAI-related services. Meta's past approach of withdrawing or postponing projects at the final stage, citing facility and power delays, is cited as a possible precedent.
The text is cut off; please follow the link for the full details if you are interested. This is also relevant to holders of data center and power-related stocks.
 



Tags: Grok3 Microsoft Data Center OpenAI Share on Facebook Share on X

▶ NEXT
Bitcoin: Adjusts and goes up vs Correction's over! Going up soon! vs The bull cycle is over

  Comments 3
254.**.206.238 (Created at Feb 24, 2025 13:37:18)   | Reply
We should filter out information from YouTubers or X (formerly Twitter), especially since there's a lot of FUD on X these days. It's not reliable news unless it's from a confirmed press source.
46.**.53.243 (Created at Feb 24, 2025 13:36:40)   | Reply
That doesn't sound like a news article, but rather a personal opinion posted on X (formerly Twitter). A Google search doesn't show any recent related news either. The only relevant news I found is several months old:

**"Microsoft to Spend $80 Billion on AI Data Centers This Fiscal Year"**

This headline refers to a news story about Microsoft's plan to invest $80 billion in data centers for artificial intelligence technology during the fiscal year ending in June. The article continues to say that this is a continuation of their strategy of heavily investing in the infrastructure supporting the AI boom.
135.**.165.144 (Created at Feb 24, 2025 13:04:56)   | Reply
While the concerns about oversupply and misallocation of investment have been around, the fact that these discussions are already surfacing suggests potential short-term investor sentiment issues, especially concerning rental properties. Microsoft's decision to increase investment, in relation to OpenAI, also raises questions about their motivations and reasoning. (While it might be a short-term positive for Microsoft, it's a long-term stock, so further observation is necessary.)

+ Nadella's podcast comments (4 days ago) seem to indicate a shift in direction and strategy.

https://youtu.be/4GLSzuYXh6w?si=EpkguxtRFrgNhcpf
SIMILAR POSTS

Let's talk about Tesla

(created at Feb 26, 2025)


OTHER POSTS IN THE SAME CATEGORY

Please, please just buy 5000 shares of TSLL... (please)

(created at Mar 17, 2025)

I have some extra money and want to buy Bitcoin, but should I wait?

(updated at Mar 17, 2025)

How much do you pay in tax preparation fees?

(created at Mar 17, 2025)

US Stock Market Forecasting

(updated at Mar 13, 2025)

My account is currently down over 20%, LOL

(created at Mar 11, 2025)

The best time to buy in is when the S&P 500 reaches 5500

(updated at Mar 11, 2025)

Would selling Tesla today be considered panic selling?

(updated at Feb 27, 2025)

Let's talk about Tesla

(created at Feb 26, 2025)

UC is going to be fine, right?

(updated at Feb 25, 2025)

What are your thoughts on the news that Buffett has sold all of his VOO holdings?

(created at Feb 25, 2025)

Ultimately, I think Trump will ruin the American economy, including the stock market

(created at Feb 25, 2025)

Are there any stocks worth investing in this week? + My thoughts.

(created at Feb 24, 2025)

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.

(created at Feb 24, 2025)

Bitcoin: Adjusts and goes up vs Correction's over! Going up soon! vs The bull cycle is over

(created at Feb 24, 2025)

UPDATES

I have some extra money and want to buy Bitcoin, but should I wait?

(updated at Mar 17, 2025)

Please, please just buy 5000 shares of TSLL... (please)

(created at Mar 17, 2025)

How much do you pay in tax preparation fees?

(created at Mar 17, 2025)

US Stock Market Forecasting

(updated at Mar 13, 2025)

My account is currently down over 20%, LOL

(created at Mar 11, 2025)

The best time to buy in is when the S&P 500 reaches 5500

(updated at Mar 11, 2025)

Would selling Tesla today be considered panic selling?

(updated at Feb 27, 2025)

Let's talk about Tesla

(created at Feb 26, 2025)

UC is going to be fine, right?

(updated at Feb 25, 2025)

What are your thoughts on the news that Buffett has sold all of his VOO holdings?

(created at Feb 25, 2025)

Ultimately, I think Trump will ruin the American economy, including the stock market

(created at Feb 25, 2025)

What is DIGICOS?

(created at Feb 24, 2025)

Are there any stocks worth investing in this week? + My thoughts.

(created at Feb 24, 2025)

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.

(created at Feb 24, 2025)

Bitcoin: Adjusts and goes up vs Correction's over! Going up soon! vs The bull cycle is over

(created at Feb 24, 2025)