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

The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...

A slide in most megacaps hit stocks in the final stretch of US trading, with Wall Street gearing up for a pulse check from ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...