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

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

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

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

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

Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.

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

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...

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

Microsoft (MSFT) has reportedly begun cancelling AI data center leases as a TD Cowen note suggests this may be a symptom of ...