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

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

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 ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to ...

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

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

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

A research note written by TD Cowen analysts says Microsoft has canceled leases in the U.S. with at least two private ...

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

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

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...