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

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 ...

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

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

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

TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...

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

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