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

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks ...

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.

We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...

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

A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...