It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...
Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.
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