Microsoft has begun to scale back on data- center spending, according to an analysts’ note, but Wall Street is divided on whether this suggests a change to the company’s artificial-intelligence strategy.

Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach begonnen, Leasingverträge für eine beträchtliche Menge an Rechenzentrenkapazität in den USA zu kündigen.

Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S. and that the company had also scaled back plans for international spending, according to analysts at TD Cowen. Shares in Microsoft were marginally higher in premarket U.S. trading on Monday.