Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

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

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

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

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

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

TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...

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