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Microsoft Cancels Some AI Data Center Leases

Business Insider on MSN · 2d

Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to grow strongly."

Microsoft cancels leases for AI data centers, analyst says

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report.

Yahoo Finance on MSN · 2d

Microsoft reportedly cancels some data center leases amid $80 billion AI push

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI infrastructure.

1d

Microsoft pulls back on AI data center spending

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

Futurism on MSN4d

Microsoft CEO Admits That AI Is Generating Basically No Value

Microsoft CEO Satya Nadella, whose company has invested billions of dollars in ChatGPT maker OpenAI, has had it with the AI ...

1d

Microsoft invests in cloud data firm Veeam Software to build AI products

Microsoft has made an undisclosed equity investment in Veeam Software as part of an expanded partnership to build artificial ...

Microsoft makes major changes to its AI infrastructure plans, analyst says: Trial Balance

The company is cutting AI data center spending on the heels of a podcast discussion with its CEO, Satya Nadella, around the ...

5hon MSN

Nvidia sells $11 billion of next-gen Blackwell AI chips in 'fastest product ramp in our company’s history'

Nvidia (NVDA) said Wednesday that its latest Blackwell AI chips have reached full-scale production, generating $11 billion in ...

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