Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI ...
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
Microsoft is canceling some data center leases. But what, if anything, does that mean for the technology giant's billions ...