PUPUWEB Blog<p>TD Cowen reports Microsoft canceled new data center projects in the US &amp; Europe, cutting ~2GW of capacity, signaling potential AI computing oversupply. <a href="https://mastodon.social/tags/Microsoft" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>Microsoft</span></a> <a href="https://mastodon.social/tags/DataCenters" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>DataCenters</span></a> <a href="https://mastodon.social/tags/AIDemand" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AIDemand</span></a> <a href="https://mastodon.social/tags/TechNews" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>TechNews</span></a> <a href="https://mastodon.social/tags/CloudComputing" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>CloudComputing</span></a> <a href="https://mastodon.social/tags/AI" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>AI</span></a> <a href="https://mastodon.social/tags/TechIndustry" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>TechIndustry</span></a> <a href="https://mastodon.social/tags/BusinessNews" class="mention hashtag" rel="nofollow noopener noreferrer" target="_blank">#<span>BusinessNews</span></a></p>