04/28/2025, 10:59 AM UTC
微软数据中心冻结：1.5GW 自建放缓与租赁取消的误解Microsoft’s Datacenter Freeze: 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions
➀ The market has focused on '2GW of lease cancellations', but this only covers non-binding LOIs, not firm contracts.
➁ Microsoft has ~5GW of pre-leased capacity under binding contracts set to start operations between 2025 and 2028.
➂ Microsoft walked away from significantly more than 2GW of non-binding contracts over the last two quarters.
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