From Nasdaq: 2025-02-24 14:56:08

Microsoft remains committed to investing over $80 billion in capital expenditures this fiscal year, despite reports of lease cancellations. The tech giant clarified that its infrastructure strategy is intact but may adjust in some areas. Concerns about oversupply of AI infrastructure arose from reported cancellations with private data center operators.

Market reactions to the news have been mixed, with Microsoft’s shares seeing slight declines and related companies like Digital Realty Trust and Vistra facing downward pressure. Bank of America analysts supported Microsoft’s long-term vision, stating that investment decisions are based on a 10-year forecast for cloud and AI demand, with regional adjustments as needed.



Read more at Nasdaq: Microsoft Reaffirms Commitment To $80 Bln AI Infrastructure Amid Lease Cancellations