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 would "continue to ...
Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
Analysts Notice Microsoft Quietly Cancelling Data Center Leases
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
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 ...
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Questions arise about reasons why Microsoft has cancelled data center lease plans
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
Microsoft cancels leases for AI data centers, analyst says
The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...
Top tech companies turn to hydrogen and nuclear energy for AI data centers
Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.
North Carolina data center is part of Apple’s $500 billion expansion plan across the US
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
Microsoft Unveils Quantum Computing Chip for Future Data Centers
Microsoft Corp. announced its first quantum computing chip, a major step in the company’s effort to produce devices that ...
Microsoft’s Data Center Cuts a Strategic Shift or Red Flag?
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
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 ...
Microsoft reportedly cancels some data center leases amid $80 billion AI push
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...