Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...
AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.