SoftBank could steal Microsoft's title as the exclusive cloud provider and largest investor to OpenAI as $500B "Stargate" projects a $20B loss by 2027
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
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OpenAI looking to shift compute needs from Microsoft to SoftBank by 2030 – report
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
Alibaba commits US$53 billion for AI infrastructure in largest private computing project
The spending over the next three years is more than half the US$100 billion the US plans for its Stargate project.
Cathie Wood Is Selling This Artificial Intelligence (AI) Stock Backed By OpenAI's Sam Altman. Here's Why I Think She's Right.
Cathie Wood Is Selling This Artificial Intelligence (AI) Stock Backed By OpenAI's Sam Altman. Here's Why I Think She's Right.
Microsoft has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to ...
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Data Center 50: The Hottest Data Center Companies Of 2025
Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...
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Microsoft Rethinks Compute Needs, Cancels AI Data Centre Leases
Microsoft has reportedly started cancelled leases for a significant data centre capacity in the US, raising concerns about ...
Microsoft 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 ...