HOT TAKE: Microsoft’s Data Center U-Turn – What’s Behind the Shift?

🚨 Microsoft is making waves in the data center world – but not in the way you’d expect.

The tech giant has canceled multiple U.S. data center leases, scaled back international expansion, and reallocated billions in AI spending—but why?

In this quick Hot Take, we break down:

- Microsoft’s shifting AI and cloud strategy – is this a cost-saving pivot or something bigger?

• Pre-committed global data center investments getting cut – what’s behind the sudden change?
• Is AI infrastructure spending slowing down? Or is this a strategic retreat?
• Apple stepping in – are they about to capitalise on Microsoft’s pullback?
• Is this a tech decision… or a political statement?

Something big is brewing in the data center world. Listen now to hear my take on what it all means for AI, cloud, and Big Tech’s next moves.

🎧 Tune in and join the conversation: www.linkedin.com/in/robertussher