<ul><li>Microsoft has cancelled data centre leases in the US and scaled back international spending, raising questions over AI infrastructure spending. The cancelled data centre leases amount to 'a couple of hundreds of megawatts' and the company seems to have re-allocated a 'considerable portion' of its planned international spending back to the US, indicating a potential scaling back of international expansion plans. The move by Microsoft may reflect concerns in the industry about overspending on AI infrastructure. Microsoft's shift on data centre leases could also suggest a slowing growth in its Azure cloud computing unit, according to analysts.</li></ul>

Microsoft Cancels Data Centre Leases In AI Shift

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