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 ...
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
1don MSN
A research note written by TD Cowen analysts says Microsoft has canceled leases in the U.S. with at least two private ...
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