Microsoft Cancels Some AI Data Center Leases

Meta in talks for $200 billion AI data center project, The Information reports
Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with potential costs exceeding $200 billion, The Information reported on Tuesday, citing people familiar with the matter.
Microsoft cancels some of its AI data center leases
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
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 industry.
Microsoft scales back AI data center expansion amid AI spending boom
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting to several hundred megawatts – roughly the
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is already dropping some of its current data center leases.
Microsoft clarifies TD Cowen report, says $80B infrastructure spend 'on track' for this year
Microsoft (NASDAQ:MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a report issued by investment firm TD Cowen that it may be canceling some leases.
The AI Data-Center Boom Is a Job-Creation Bust
Tech and political leaders tout them as an employment bonanza, but data centers need very few workers in very large spaces.
Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
10 Most Oversold Data Center Stocks to Buy According to Analysts
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few ...
AI data center demand poised to boom in 2027. What you should know.
The data center market has seen significant growth in just two years, with its value more than doubling since 2022 to $27.7 billion. Investment banking firm FMI projections suggest it will surpass $41 ...
Data Center Demand Is Exploding Thanks to AI: 1 Stock and 2 ETFs to Profit From It
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
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South Korea’s Data Center Power Play: 3 Gigawatts for an AI Revolution
South Korea unveils plans for a 3-gigawatt AI data center that fuses cutting-edge tech with renewable energy, propelling ...
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AMI Unveils AMI Data Center Manager Version 6 0 Enhancing AI and GPU Management in Data Centers
AMI®, the global leader in Dynamic Firmware for worldwide computing, today announced the release of AMI Data Center Manager (DCM) version 6.0. Today's major release delivers a host of new features, ...
Feeling New York’s Data Center Space Squeeze? Your Business Is Not Alone
As the data center squeeze gets tighter in New York City, businesses are finding themselves at a crossroads: relocate, ...