【微软开始取消部分美国数据中心租约】证券经纪商 TD Cowen 发布报告称，$微软(MSFT)$近日已经取消了与至少两个私营数据中心运营商的数项租赁协议，涉及功率总计数百兆瓦。微软同时还缩减了海外开支计划。TD Cowen 认为，这些举动表明，微软可能正处于数据中心 “供应过剩” 的局面，也可能与 OpenAI 的需求转向 “星际之门” 有关。此前，“MAMA”（Microsoft、Amazon ...

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

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

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

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

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

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

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

GTC泽汇资本表示，微软公司（Microsoft Corp.，MSFT）近期开始取消大量美国数据中心的租赁合同，这一举措可能反映了微软对长期AI计算需求的担忧。根据TD ...

Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...

Fresh from questioning whether AI will provide all the economic benefits it is expected to deliver over the next five years, ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...