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

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.

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...

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 ...

The sentiment of some of Europe's top AI stocks was dampened for a second consecutive day on Tuesday after an analyst report late last ...

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

A deadline for Super Micro Computer (SMCI) to file its delayed annual and quarterly financials looms large today, Feb. 25. If the company fails to meet the deadline, it risks being delisted from the ...

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

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.