A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
first I hear of the notion that oracle would pick up and carry that. is it your hypothesis, or also from whispernets or so?
(not doubting or whatever, just curious. Oracle seems like it’d be allergic to saltman’s nonsense but given how well he can grift maybe he sold them…)