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
“training a new model”
Is equivalent to “make a new game” with better graphics.
I’ve already explained that analogy several times.
If people pay you for the existing model you have no reason to immediately train a better one.