According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.

Microsoft’s (Nasdaq: MSFT) reported cancellation of data center leases has triggered investor anxiety about the ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Microsoft Corporation seems to be tightening its belt when it comes to spending. The tech giant has reportedly cancelled data ...

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...

Despite potentially concerning news surrounding data center leases, Goldman Sachs has reiterated a $500 price target on ...

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...