Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

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

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about 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 ...

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 ...

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.

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

Microsoft’s decision to cancel large data center leases in the US has raised fresh concerns among investors about a potential ...