Microsoft still plans to spend at least $ 80 billion in AI infrastructure in its existing fiscal year. But a new report suggests that a change in spending would possibly be underway.
“Our recent channel checks imply that Microsoft has finished choosing leases with at least two average insider carriers in several U. S. markets to the song of ‘a few hundred [megawatts of electric capacity],'” said TD Cowen analyst Michael Elias. “Our initial reaction is that this is similar to Microsoft potentially in an overtaking position. “(Bloomberg notes that “a few hundred megawatts” is more or less the equivalent of two knowledge middles. )
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Separately, TD Cowen said Microsoft would possibly reallocate some of its foreign spending budget to the U. S. The U. S. Department of Homeland Security (US), while noting that the tactics gave the impression of mirroring steps taken through the measure when it scaled back its metaverse-related investments.
Microsoft did not comment on the report, though it reiterated its past commitment to spend more than $80 billion on AI infrastructure its existing monetary year, which ends on June 30.
It’s easy to see this as the inevitable start of finishing Microsoft’s nozzle in AI. But it’s more similar to the recent restructuring of its deal with OpenAi, allowing the latter company to pursue AI infrastructure. Express wants if Microsoft passes on the opportunity. offloads some of that capacity and its expenses to others, adding Oracle.
No está claro si esto está disminuyendo a las consideraciones de los inversores o es solo una resolución interna pragmática, y casi, pero aun así, este punto. It doesn’t matter where you get your data center capacity. Dividas los precios relacionados con esta construcción, incluso se puede argumentar que Microsoft obtendrá méritos aún más si menos de las cargas de trabajo de OpenAi obstruyen Capacidad azul.
Paul Thurrott is an award-winning generation journalist and blogger with 30 years of the industry delights and all 30 books. -On Windows, and the first ring daily with Brad Sams. He was previously the Senior Generation Analyst on Windows IT Pro and the writer of the Supersite for Windows from 1999 to 2014 and the Largest Dome in Thurrott. com while at BWW Media Group from 2015 to 2023. You can succeed in Paul through email, Twitter, or Mastodon.
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