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Microsoft axes data center leases

Barron's on MSN · 23h

Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private center operators” in the U.S., amounting to a few hundr

Business Insider on MSN · 53m

Microsoft brings data center hype back to earth but the boom lives on

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

New York Post on MSN · 1d

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

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

1d

Microsoft kündigt Leasingverträge für KI-Rechenzentren: TD Cowen

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

1d

Microsoft has dropped some AI data center leases, TD Cowen says

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

1don MSN

Why Microsoft (MSFT) Stock Is Falling Today

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...

Hosted on MSN1d

Microsoft Stock In Spotlight As Analyst Raises Concerns Over Software Giant’s Long-Term AI Demand: Retail Turns Uneasy

Microsoft Corp. (MSFT) stock is likely to be on investors’ radar after an analyst raised concerns about the Redmond, ...

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