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Microsoft axes data center leases

Microsoft data center leases slowing, analysts say, raising investor attention

An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.

SiliconANGLE · 10h

Microsoft scraps some data center leases as Apple, Alibaba double down on AI

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the investment bank believes that Microsoft has voided contracts for data centers with about 200 megawatts in combined capacity. One megawatt corresponds to the electricity usage of several hundred households.

Barron's on MSN · 18h

Microsoft Cancels Some AI Data Center Leases, TD Cowen Says. Why Analysts Aren’t Concerned Just Yet.

TD Cowen analysts first reported in a research note Friday that Microsoft had cancelled leases with “at least two data private center operators” in the U.S., amounting to a fe

18h

Google Wins Salesforce Cloud Deal in Bid to Counter Microsoft

The contract, worth $2.5 billion, is emblematic of how big tech companies are forging alliances to offer a broader menu of AI ...

17hon MSN

SoftBank could steal Microsoft's title as the exclusive cloud provider and largest investor to OpenAI as $500B "Stargate" projects a $20B loss by 2027

A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...

14hon MSN

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

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

InfoWorld15h

Microsoft gives Azure AI users a place to experiment with latest technologies

Azure AI Foundry Labs will enable developers to experiment with new models and explore the latest frameworks, the company ...

Microsoft is testing a free ad-supported version of Office that only saves files to the cloud

Microsoft 365 Online has been the only official way to access the software for free, albeit with limited functionality. However, Microsoft appears to be ...

Microsoft's big moves with generative AI and the three risks investors need to know

What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...

15h

Microsoft set to fall out of $3 trillion territory for the first time since September. Here's why.

Microsoft's stock is falling 2% in Monday action, with the decline set to take the company out of $3 trillion market-cap territory for the first time since September, according to Dow Jones Market ...