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Microsoft has significantly slowed its data center expansion, canceling or deferring leases totaling 2 gigawatts of capacity across the U.S. and Europe, according to analysts at TD Cowen. The decision appears tied to Microsoft’s move to limit support for new OpenAI training workloads, despite its broader $80B investment in AI infrastructure. This marks a notable shift in strategy as Microsoft reevaluates demand forecasts and seeks to avoid oversupply. While Microsoft adjusts its footprint, rivals like Meta and Google are reportedly stepping in to fill the void. The news contributed to a temporary dip in AI-related tech stocks, underscoring the broader market impact of Microsoft’s recalibration.

Original article posted on March 27, 2025