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

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

Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...

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

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

Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...

North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...

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

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...