美国券商TD Cowen渠道检查显示微软因潜在供应过剩而取消美国数据中心容量租赁。分析师评论称,其渠道检查表明, 微软在数据中心方面做了以下调整:1) 已取消了与至少两家私人数据中心运营商在美国签订的总计“几百兆瓦”的租赁合同;2) 撤回了将资格声明(SOQ)转换为租约的计划;3)已将其国际支出的很大一部分重新分配给美国;TD Cowen周五在一份报告中说:“结合我们之前的渠道检查,这表明微软可能...
Source Link美国券商TD Cowen渠道检查显示微软因潜在供应过剩而取消美国数据中心容量租赁。分析师评论称,其渠道检查表明, 微软在数据中心方面做了以下调整:1) 已取消了与至少两家私人数据中心运营商在美国签订的总计“几百兆瓦”的租赁合同;2) 撤回了将资格声明(SOQ)转换为租约的计划;3)已将其国际支出的很大一部分重新分配给美国;TD Cowen周五在一份报告中说:“结合我们之前的渠道检查,这表明微软可能...
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