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Microsoft Drops Some AI Data Center Leases: TD Cowen

Microsoft has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the long term. TD Cowen analyst Michael Elias, one of the authors of the note, joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology." -------- Like this video? Subscribe to Bloomberg Technology on YouTube:    / @bloombergtechnology     Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:    • Bloomberg Technology With Caroline Hy...     Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X:   / technology   Facebook:   / bloombergtechnology   Instagram:   / bloombergbusiness     Follow Ed Ludlow on X here:   / edludlow   Follow Caroline Hyde on X here:   / carolinehydetv     Listen to the daily Bloomberg Technology podcast here: https://www.bloomberg.com/podcasts/se...   More from Bloomberg Business Connect with us on... X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   LinkedIn:   / bloomberg-news   TikTok:   / bloombergbusiness