Satya Nadella, Microsoft CEO, speaking on CNBC Squawk Boxa outside the World Economic Forum in Davos, Switzerland on January 2, 2025.
Gerry Miller | CNBC
Microsoft He said on Monday that he adhered to his plan to award more than $ 80 billion in his money with capital expenditures, after a note of analysts on Friday, claiming that the company had canceled the lease of the data center.
However, Microsoft has admitted that “it can strategically tend or adjust our infrastructure in some areas.”
Microsoft shares on Friday fell 1.9%and the industrial average Dow Jones suffered the sharpest sale of the year. Analysts in TD Cowen a wider reportQuoting “channel checks”, indicating that Microsoft has canceled tenants with “at least two private data center operators”.
In early January, Microsoft announced That he aimed to spend more than $ 80 billion this fiscal year at data centers that were capable of managing the work load of artificial intelligence. Microsoft’s fiscal year ends in June.
“Our plans to spend more than $ 80 billion on infrastructure, this FY stays on the road as we continue to grow a record pace to fulfill customer demand,” said Microsoft spokesman in the Es on Monday.
TD Cowen analysts did not immediately respond to the commentary request.
Microsoft stocks on Monday fell 1%. Data Center shares Digital Realty Trust They were reduced by 2.7%, while the Vistra, which supplies power centers, slides almost 5%. Data center operator Applied digital It was 13%.
In addition to the construction of data centers for their own use and for clients who will use the public cloud of azure, Microsoft rents the capacity of the data center through Nucleus and other service providers. The company is also the main support of OPENAI, which is part of the Data Center of Stargate in the amount of $ 500 billion, along with Oracle and SoftBank, announced Last month.
“Thanks to the significant investments we have invented to this point, we are well positioned to fulfill our current and increasing customer demand,” Microsoft’s spokesman wrote. “Just last year we added more capacity than any previous year in history. Although we can strategically tend or adjust our infrastructure in some areas, we will continue to grow strongly in all regions. This allows us to invest and distribute resources to the growth of growth for our growth the future. “
– Teddy Farkas and John Melloy contributed to CNBC.
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