TD Cowen published its quick take on February 21 and said its research into Microsoftâs data center business had turned up something interesting. âOur channel checks indicate that [Microsoft] has 1 cancelled leases in the U.S. totalling âa couple of hundreds [megawatts]â with at least two private data center operators, 2 has pulled back on the conversion of [statements of qualification] to leases, and 3 has re allocated a considerable portion of its international spend to the U.S.â A...
