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Microsoft axes data center leases

Barron's on MSN · 1d

Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private center operators” in the U.S., amounting to a few hundr

Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is already dropping some of its current data center leases.

Hosted on MSN · 23h

Microsoft data center leases slowing, analysts say, raising investor attention

An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.

1d

TD Cowen says Microsoft cancellation of data center leases part of Open AI shift

TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...

1d

Microsoft is canceling data center leases, analysts say — and the stock slips

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...

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