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.
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
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 ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
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, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
We recently published a list of 10 AI News Updates Making Waves on Wall Street. In this article, we are going to take a look ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback