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 analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
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 ...
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...
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A research note written by TD Cowen analysts says Microsoft has canceled leases in the U.S. with at least two private ...
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.
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