MICROSOFT CANCELS DATA CENTER DEALS, APPLE AND ALIBABA DOUBLE DOWN ON AI
Microsoft has scrapped data center leases for 200 megawatts, hinting at less-than-expected AI demand. Despite this, the tech giant is sticking to its $80 billion plan for AI infrastructure by 2025. Meanwhile, Apple and Alibaba are increasing their AI investments, signaling the growing importance of AI. It’s a tech tug-of-war—while some scale back, others are betting big on AI’s future.