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 ...

Microsoft Corporation seems to be tightening its belt when it comes to spending. The tech giant has reportedly cancelled data ...

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

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...

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

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 ...

Results from Salesforce Inc. this week pose a key test for the stock and for what many believe is the next big thing in ...

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