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Satya Nadella, Microsoft CEO, speaking in the CNBC square box outside the World Economic Forum in Davos, Switzerland, on January 22, 2025.
Gerry Miller | CNBC
Microsoft Said on Monday that adheres to its plan to assign more than $ 80 billion of its cash to capital expenses, after an analyst’s note on Friday, claiming that the company has canceled the leases of the data center.
However, Microsoft acknowledged that “it can strategically rhythm or adjust our infrastructure in some areas.”
Microsoft’s shares fell 1.9% on Friday and the Dow Jones Industrial Avenge suffered its strongest sale of the year. TD Cowen analysts A report circulatedciting “channel verifications”, indicating that Microsoft had canceled the leases with “at least two private data centers.”
In early January, Microsoft announced The objective of spending more than $ 80 billion in this fiscal year on data centers that were able to handle artificial intelligence work loads. Microsoft’s fiscal year ends in June.
“Our plans to spend more than $ 80b in infrastructure this fiscal year remains on the way as we continue to grow at a record rate to meet customer demand,” said a Microsoft spokesman in a statement sent by email on Monday.
TD Cowen analysts did not immediately respond to a request for comments.
Microsoft’s actions fell 1% on Monday. Data Center Company actions Digital Realty Trust They fell 2.7%, while sewing, which supplies energy to the data centers, slid almost 5%. Data Center Operator Digital applied It was dropped from 13%.
In addition to building data centers for their own use and for customers to take advantage of the Azure public cloud, the capacity of the Microsoft lease data center through Coreweave and other suppliers. The company is also a main sponsor of OpenAI, which is part of the Stargate Data Center initiative of $ 500 billion, along with Oracle and Softbank, announced last month.
“Thanks to the important investments that we have made to this point, we are well positioned to meet our current and growing customer demand,” Microsoft spokesman wrote. “Only last year, we add more capacity than any previous year in history. While we can follow strategically or adjust our infrastructure in some areas, we will continue to grow strongly in all regions. This allows us to invest and assign resources to the growth areas For our future. “
– Teddy Farkas and John Melloy of CNBC contributed to this report.
LOOK: The reit of the data centers reached some volatility after the great technology holders
