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

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

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

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

TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...

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

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

The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

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

Fresh from questioning whether AI will provide all the economic benefits it is expected to deliver over the next five years, ...

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 ...