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.
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
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 ...
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
Microsoft’s decision to cancel large data center leases in the US has raised fresh concerns among investors about a potential ...
The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.
AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.
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