MSFT: Why Has Microsoft Cut Another 2GW of Data Centers?

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I'm not addressing Muddy Waters' short report on Applovin today. Since Fingerprinting is extremely complex and sensitive, I'll need a few more days to respond. Most of the content in Muddy Waters' short report has already been discussed previously, except for Fingerprinting, which I plan to address on Monday.

Today, let's continue discussing MSFT CAPEX and Coreweave.

For our previous discussion on MSFT delaying IDCs, please refer to this article.

Coreweave went public today. We wrote about some pre-IPO observations in yesterday's GTC report.

Regarding our previous research on the impact of Jevons paradox, please see this article.