TD Cowen：微软取消部分美国数据中心租约并缩减海外开支计划

格隆汇2025-02-24

格隆汇2月24日｜TD Cowen发表报告，微软已取消美国至少两间营运商的数据中心租约，同时还缩减海外开支计划，微软似乎已将相当大的一部分国际支出计划重新分配至美国，预示着该公司可能会缩减国际扩张计划。从渠道检查中发现，微软已放弃数宗超过100兆瓦的数据中心交易，让超过1千吉瓦的合约到期，并且放弃原先安置新增数据中心容量的至少五块土地。该行认为，微软此举可能于供应过剩有关，又或者可能是OpenAI...

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