Why claims of Microsoft cancelling AI data centre leases are raising eyebrows
Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...
Nvidia to report earnings amid infrastructure spending, DeepSeek concerns
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
Microsoft brings data center hype back to earth but the boom lives on
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
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Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
Microsoft Cancels AI Data Center Leases Amid Market Uncertainty
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 ...