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Most prominent example was this one: https://www.reuters.com/technology/microsoft-pulls-back-more-data-center-leases-us-europe-analysts-say-2025-03-26/ https://

• durumu 1y ago
  I think that's more reflective of the deteriorating relationship between OpenAI and Microsoft than an true lack of demand for datacenters. If a major model provider (OpenAI, Anthropic, Google, xAI) were to see a dip in available funding or stop focusing on training more powerful models, that would convince me we may be in a bubble about to pop, but there are no signs of that as far as I can see.