This step causes questions about how confident Microsoft is for AI for the long -term demand for cloud services. The company said that it has already planned to spend 80 billion dollars to develop artificial intelligence infrastructure in the current financial year. At the end of January, the company president Satya Valel confirmed that large -scale investments are needed to meet the increasing demand.
Despite the abolition of some lease contracts, Microsoft insists on the development of the infrastructure plans to remain unchanged. In an official statement, the company stressed that it continues to actively expand the capacities in the world, but can adjust the strategy in certain regions.
TD Cowen analysts say Microsoft may have faced excessive capacity and re -directed some of the investment from the international market to the US. This may mean a slowdown in development rate in other countries.
Source: Ferra
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