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    Microsoft’s 2-GW AI Data Center Pullback: Demand Is Real, But Capacity Isn’t Interchangeable

    Between late 2024 and March 2025, Microsoft reportedly canceled, deferred, or let lapse data center capacity agreements totaling more than 2 gigawatts across the United States and Europe after TD Cowen analysts’ channel checks found a pullback from planned AI infrastructure commitments. The easy...
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    • Forum: Windows News
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    OpenAI-Microsoft Multicloud ROFR: The Next Phase of AI Infrastructure

    OpenAI’s long-running infrastructure romance with Microsoft has quietly shifted from exclusivity to pragmatic flexibility, and the implications reach far beyond two corporate balance sheets — they reshape how cloud capacity, regulatory risk, and enterprise resilience will play out as AI scales...
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    • antitrust api exclusivity business resilience cloud providers copilot coreweave data locality data residency google cloud gpu infrastructure scale microsoft multi-cloud nvidia openai oracle cloud power constraints regulatory compliance rofr
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    • Forum: Windows News
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