Microsoft (MsftThe shares decreased slightly on Monday after an analyst report that the company canceled some lease contracts at the data center in the United States, which may indicate an increase in the infrastructure of artificial intelligence.
Friday, analysts at TD Cowen (TDHe said in a note that the technology giant has canceled the lease contracts with a value of “a few hundred megawatts”, or nearly the two data centers of its value. In some cases, Microsoft said that “delay in facilities/power” was a reason for the end, as analysts said in the memo, adding that definition (DeadI have already used a justification similar to canceling the data center rental contracts.
TD Cowen also pointed out that Microsoft has decreased “the transfer of the rehabilitation statement, which are usually transformed into traditional contracts. Analysts have expressed uncertainty about whether Microsoft's actions were a temporary delay or a complete termination of the agreements.
The company is likely to be “excessive in display”, with the addition of a note that Microsoft has rejected the deals of other lands and the data center. TD COWEN analysts wrote that this indicates “the loss of a major request signal that Microsoft was originally responding and that we believe that the shift in their appetite in capacity is linked to Openai.”
The company's shares decreased by 1.2 % in the back and decreased by more than 4 % so far this year.
“Thanks to the important investments that we have formed to this stage, we are in a good position to meet the current and increasing customer request,” a Microsoft spokesman said in a joint statement with Quartz. “Last year alone, we added a greater ability than any previous year in history. Although we may move strategically or control our infrastructure in some areas, we will continue to grow strongly in all regions. This allows us to invest and allocate resources to growth areas For our future.
The spokesperson added that the Microsoft Plan to spend more than $ 80 billion on Amnesty International's infrastructure is still the collapse on the right path.
Last week, the information stated that Openai told investors that he expected Stargate project – Who was partnership with SoftBank and Oracle (Orcl) Ali – to Provide three quarters of the computing power it needs For artificial intelligence models at the end of the contract – a transformation far from Microsoft.
Bank of America (PileAnalysts said in a Monday note that Microsoft “strongly refutes” changes in its data center strategy.
“Microsoft) investments based on a 10 -year offer upon demand for cloud and artificial intelligence demand,” said Bank of America. “They modify their expectations up and down at this additional time on a regional basis depending on the areas that need to be prioritized.”