Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...

Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly ...

We recently published a list of 10 AI Stocks Taking Wall Street by Storm. In this article, we are going to take a look at ...

Investor skepticism over the billions that U.S. tech firms have channeled into AI infrastructure has grown due to slow payoffs and breakthroughs at Chinese startup DeepSeek, which showcased AI tech at ...

An analyst note flagging a possible slowdown by Microsoft in leasing data centre capacity has grabbed the market's attention.

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.