PostConversationSemiAnalysis@SemiAnalysis_Microsoft datacenter strategy – still inmode @JeremieEO Four months ago we flagged Microsoft’s pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft’s latest 10-K backs us up: committed datacenter construction is down year over year, almost no new leases were signed in the past 12 months, and land purchases have plunged relative to FY 24.2:16 PM · Jul 31, 202528.4K Views...