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 Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
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 flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
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 ...
WA is at a crucial moment in data center development
Gov. Ferguson's order to form a work group to study data centers may send mixed messages to companies and communities about ...
Network World5d
Data center spending to top $1 trillion by 2029 as AI transforms infrastructure
AI is driving an unprecedented transformation in data centers, with global data center CapEx spending projected to more than ...
AI Data Center With Up to 3 Gigawatts of Power Is Envisioned for South Korea
Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.
Data Center Demand Is Exploding Thanks to AI: 1 Stock and 2 ETFs to Profit From It
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
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 ...