Microsoft Corp. 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.

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech giant as it builds out artificial intelligence infrastructure to meet a potential demand surge,

Microsoft has reportedly started cancelled leases for a significant data centre capacity in the US, raising concerns about the long-term sustainability of AI infrastructure investments, according to Bloomberg,