---
title: "Microsoft is also reviewing lease contracts with other operators, including contracts totaling more… — 블룸버그 — DecisionGateway"
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statement

# **Microsoft is also reviewing lease contracts with other operators, including contracts totaling more than $80 billion with neocloud companies such as CoreWeave, Enscale and Nebius.**

A statement by 블룸버그. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *마이크로소프트는 코어위브·엔스케일·네비우스 등 네오클라우드 업체와 맺은 총 800억달러 이상 계약을 포함해 다른 운영사와의 임대 계약도 재검토 중.*

daishinstrategyPublished 2026-11-08 [ Read source](https://t.me/daishinstrategy/6404)

## **Related claims**

[**Microsoft is also reviewing lease contracts with other operators, including more than $80 billion in total contracts with neocloud companies such as CoreWeave, Enscale and Nebius.**post author · statement](https://dgw.tmarket.io/claims/01a1d72c-f93c-7b8b-b791-f5b51782b88f) [**Microsoft is not renewing its compute resource lease contract with Oracle and is phasing it out over several months, reportedly because Oracle data centers house older Nvidia chips that have become less useful.**블룸버그 · allegation](https://dgw.tmarket.io/claims/01a1d72c-f929-7405-ac05-716537f67ab2) [**Microsoft is not renewing its compute resource lease contract with Oracle and is phasing it out over several months, because Oracle data centers have older NVIDIA chips installed, reducing their usefulness.**블룸버그 · allegation](https://dgw.tmarket.io/claims/01a1d731-399f-784d-b20c-22f63614f070) [**Nebius is building a giant 1.2 GW AI campus in Missouri, on which the fulfillment of its contracts with Meta and Microsoft largely depends.**thebell\_io · statement](https://dgw.tmarket.io/claims/01a1cb83-7ad1-7a76-87be-fc8c6d73efe6) [**Bargain hunting is expected to flow in after the short-term excessive decline, and Microsoft (MSFT.US) has been newly added to the portfolio.**HANA Global Weekly · prediction](https://dgw.tmarket.io/claims/01a1d4a7-01cf-7631-a4ca-c060012d2e6b) [**The report covers multiple global promising stocks (Microsoft, Alphabet, Micron, AMD, etc.), so consolidated company-wide earnings for a single company cannot be stated.**HANA Global Weekly · statement](https://dgw.tmarket.io/claims/01a1d4a7-0265-709e-aa77-cb21710cef0e)

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