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 Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
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 data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
The explosive growth of artificial intelligence (AI) has dominated energy industry headlines as of late, and one obvious ...
Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...
Achieving a constructive outcome in the company's Wisconsin rate case was key to regain investors' trust in the state's regulatory environment. Regulators maintained the company's 9.8% allowed ROE and ...
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