Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...

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 ...

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

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...

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

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...