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
The cost is insane though. I think there’s a disconnect between what they want and what they can afford. I think it’s like a 10x adder per user license to go from regular office 356 to a copilot enabled account. I know my company wants it hosted in the cloud - but we aren’t going to pay the going rates. It’s insane.
Meh we’ll see. But I do wonder what happens when they get packaged up easier as a program.
The cost is insane though. I think there’s a disconnect between what they want and what they can afford. I think it’s like a 10x adder per user license to go from regular office 356 to a copilot enabled account. I know my company wants it hosted in the cloud - but we aren’t going to pay the going rates. It’s insane.
Meh we’ll see. But I do wonder what happens when they get packaged up easier as a program.