))
HOT TAKE: Microsoft’s Data Center U-Turn – What’s Behind the Shift?
Manage episode 468573153 series 3575764
Content provided by Hanley Automation and Robert Ussher. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hanley Automation and Robert Ussher or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
🚨 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
19 episodes
Share
