Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Microsoft has dropped some AI data center leases, TD Cowen says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft kündigt Leasingverträge für KI-Rechenzentren: TD Cowen
Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Analysts Notice Microsoft Quietly Cancelling Data Center Leases
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
Microsoft clarifies TD Cowen report, says $80B infrastructure spend 'on track' for this year
Microsoft (MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a ...
Microsoft has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.
Network World9h
Microsoft cancels data center lease plans, raising questions
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
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 ...
Microsoft cancels some of its AI data center leases
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.