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.
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.
The contract, worth $2.5 billion, is emblematic of how big tech companies are forging alliances to offer a broader menu of AI ...
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
Google has signed a seven-year multibillion-dollar cloud agreement with Salesforce to integrate AI-powered solutions to ...
Canary Speech, Inc., a leader in AI-driven vocal biomarker technology, announced that they will be featured within the Microsoft Booth at this year's HIMSS conference taking place from March 3rd-6th ...
Azure AI Foundry Labs will enable developers to experiment with new models and explore the latest frameworks, the company ...
Microsoft 365 Online has been the only official way to access the software for free, albeit with limited functionality. However, Microsoft appears to be ...
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
Microsoft (NASDAQ:MSFT) stock hasn't gone anywhere for the past year, trading mostly sideways. This has allowed the valuation ...
Microsoft reassures investors its $80B infrastructure plan is proceeding as planned, despite TD Cowen's report of lease ...
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