Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...

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 ...

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.

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

An analyst note flagging a possible slowdown by Microsoft in leasing data centre capacity has grabbed the market's attention.