Microsoft Corp. has reaffirmed its commitment to invest over $80 billion in artificial intelligence (AI) infrastructure for the current fiscal year, despite recent market concerns sparked by a TD Cowen report suggesting the company was canceling some data center leases. Microsoft emphasized that its plans remain on track to meet customer demand at a record pace, addressing AI demand concerns. The company acknowledged potential adjustments to its infrastructure strategy in certain areas, indicating a strategic pacing of investments. This statement comes after Microsoft's stock experienced a 1.9% decline on Friday following the TD Cowen report, which also affected broader market indices. Microsoft's data center capacity and its Azure cloud division are central to these developments. Microsoft's CEO, Satya Nadella, has also highlighted a significant breakthrough in quantum computing with the development of the Majorana 1 chip. This advancement, utilizing topological qubits, is expected to pave the way for practical quantum computing within years, not decades, leveraging a new state of matter called topoconductors to achieve scalability and error resistance.