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

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

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

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

Microsoft (MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

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

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...

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