TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

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

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

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

GTC泽汇资本表示，微软公司（Microsoft Corp.，MSFT）近期开始取消大量美国数据中心的租赁合同，这一举措可能反映了微软对长期AI计算需求的担忧。根据TD ...

Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...