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Satya Nadella Explains Why Microsoft Cancelled Data Centre Projects in US and Europe

  • Microsoft CEO Satya Nadella mentioned that the company is evaluating demand, workload patterns, and location before committing to data centre projects.
  • Nadella emphasized the importance of aligning builds and leases with future workload growth, considering factors like AI workloads and global demand.
  • Microsoft CFO Amy Hood noted that these decisions have long lead times, with land acquisition to build-out stretching from five to seven years.
  • Despite cancelling some projects, Microsoft continues to aggressively invest in expanding its data centre capacity and plans to increase it in Europe by 40% over the next two years.

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