Microsoft has reportedly pulled back on data center projects around the world, suggesting that the company is wary of overexpanding.

After a January announcement that it would spend $80 billion on data center construction, Microsoft may already be adjusting its future plans. Sources told Bloomberg that Microsoft has delayed or slowed data center efforts in Indonesia,

Stock market sentiment regarding artificial intelligence (AI) has soured significantly in the past few months. The DeepSeek spook damaged the argument that AI GPU and compute demand was going to not only stick around,