Satya Nadella, CEO from Microsoft
Microsoft has invested too much in AI, especially on chip infrastructure data, and now resumes a more normal pace. It is natural that it is, the experts guarantee.
Last Tuesday, Noelle Walsh, director of Microsoft Cloud Operations, said the technology giant “can strategically adjust the speed of the plans“Not that touches ia.
In fact, according to Multinational American, which has so far fear state in the avant -garde of artificial intelligence, has abandoned more than 2 AI cloud gigawatts in the US and Europe in the last half year.
Microsoft has also delayed and canceled datacent rentals existing in the US and Europe, and who says it is TD Cowen’s Michael Elias analyst.
“However, we continue to believe that the cancellations and postponements of leasing capacity point to a excessive data offering Regarding your current demand for demand, ”says the analyst.
This slowdown could worry investors who depend on AI’s advances, but Barclays analyst Raimo Lenschow says there is a context for all this, and there should be no reason for alarmism.
This is because initial mass investment translates into obtaining land and buildings to host all chips and other computer equipment needed. Now, MicrosofT “spent too much” on land and buildings, and “is now returning to a more normal cadence”explains the analyst, ensuring that it is natural to be so.
Business Insider also recalls that Microsoft continues to plan $ 80 billion in capital expenses during its fiscal year of 2025. recalibrate the situation.
Microsoft is probably adjusting to the dynamics of the changing market, experts assure. Still, it remains focused on the next moves.
