Pivot to AI

20250407 - Confirmed: Microsoft stops new data centres worldwide


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What do you call it when a bubble stops growing?

Text version: https://pivot-to-ai.com/2025/04/07/confirmed-microsoft-stops-new-data-centres-worldwide/

Microsoft Abandons Data Center Projects, TD Cowen Says https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-says

Microsoft Pulls Back on Data Centers From Chicago to Jakarta https://www.bloomberg.com/news/articles/2025-04-03/microsoft-pulls-back-on-data-centers-from-chicago-to-jakarta

Microsoft AI chief Suleyman sees advantage in building models '3 or 6 months behind' https://www.cnbc.com/2025/04/04/microsoft-ai-chief-sees-benefits-to-ai-models-that-are-months-behind.html

CoreWeave inks $11.9 billion contract with OpenAI ahead of IPO https://www.reuters.com/technology/artificial-intelligence/coreweave-strikes-12-billion-contract-with-openai-ahead-ipo-sources-say-2025-03-10/

Alibaba's Tsai Warns of 'Bubble' in AI Data Center Buildout https://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout

Previously:

Microsoft plays down AI bubble, cancels data center leases https://pivot-to-ai.com/2025/02/24/microsoft-plays-down-ai-bubble-cancels-data-center-leases/

China massively overbuilds empty AI data centres https://pivot-to-ai.com/2025/04/04/china-massively-overbuilds-empty-ai-data-centres/

Video: https://www.youtube.com/watch?v=uH39J3rUAmE&list=UU9rJrMVgcXTfa8xuMnbhAEA

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Pivot to AIBy David Gerard