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 ...
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
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 ...
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
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