Large technological ones begin to turn with their investment in data centers

Everything was frenzy in the data centers segment a few weeks ago. The Big Tech fought to see What is the one that was spent more money facing the theoretical (and inevitable?) AI revolution. Microsoft was one of the champions of this bet, but the panorama is changing, and there are those who talk about how the segment has been oversized.

2 GW less. As indicated In BloombergMicrosoft has abandoned its plans to create several new data centers in the US and Europe. The joint power of these projects would be 2 GW according to analysts of the TD Cowen firm, and the reason attributed to the decision is singular: now it turns out that there is an excessive supply of clusters dedicated to artificial intelligence. Or what is the same: there will be enough data centers dedicated to AI.

There is already talk of a “bubble of data centers”. Joe Tsai, president of the Chinese group Alibaba, He warned these days precisely from the potential existence of a bubble of data centers for ia. To this millionaire fever for these ambitious projects begins to seem indiscriminate, and highlighted how in some cases there may be no clear clients to direct those resources. Plan to invest 52,000 million dollars in data centers, but within three years, therefore therefore of the 100,000 million dollars of Amazonthe 80,000 of Microsoft, the 75,000 Alphabet or the 65,000 finish In a single year.

An exaggerated demand is being screened. This manager also spoke of the hypothetical investment of 500,000 million dollars of the Stargate project. “I think, in a way, people are investing anticipating the demand they are seeing today, but they are projecting a much greater demand (of which there may be).” China in fact accumulates unfortunate data centers.

In Microsoft they relax their strategy. Redmond’s firm, said these analysts, has made this decision shortly after loosen ties with OpenAicompany in which it has invested around 13,000 million dollars. That will cause the company led by Sam Altman to go to cloud services of other partners.

Google and Meta take the opportunity. The withdrawal of these projects assumes that Microsoft has annulled some of those contracts and postponed others. Interestingly Google and Meta seem to have taken advantage and have appropriated some of the projects that Microsoft has abandoned in Europe. The details of the projects from which the firm has been withdrawn are not known, and neither if that change of plans could affect projects already signed such as data centers They are already announced in Aragon.

We already have enough. A Microsoft spokesman indicated in a statement to Bloomberg how the company has already made a significant investment. “While we may reduce or strategically adjust our infrastructure in some areas, we will continue to grow strongly in all regions,” he explained. “This allows us to invest and assign resources to growth areas for our future.” In recent times we are also seeing how climbing no longer compensates so much, and GPT-4.5 is a good demonstration of it.

What about ambition. At the beginning of the year we knew that Microsoft expect to invest 80,000 million dollars throughout fiscal year 2025 in the construction of new data centers. These intentions are maintained according to their spokesman, but they hope that the growth rate should slow down the next fiscal year, and the efforts will focus on filling those server data centers and other equipment.

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