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Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

Microsoft potentially faces an oversupply position as it cancels US data center leases.

Microsoft has cancelled datacenter leases due to potential oversupply and overestimated AI service demand.

The company reallocates international funds to US datacenters, indicating a strategic shift.

Tactics similar to Meta's suggest a decrease in capital expenditures for Microsoft.

Microsoft potentially faces an oversupply position as it cancels US data center leases.

Microsoft has cancelled datacenter leases due to potential oversupply and overestimated AI service demand.

The company reallocates international funds to US datacenters, indicating a strategic shift.

Tactics similar to Meta's suggest a decrease in capital expenditures for Microsoft.

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