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 begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect ...
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...