Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...
Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
Microsoft’s (Nasdaq: MSFT) reported cancellation of data center leases has triggered investor anxiety about the ...
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
Microsoft Corporation seems to be tightening its belt when it comes to spending. The tech giant has reportedly cancelled data ...
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
Microsoft ($MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
The sentiment of some of Europe's top AI stocks was dampened for a second consecutive day on Tuesday after an analyst report late last ...