Microsoft's recent decision to cancel several U.S.-based AI datacenter leases has sparked concerns among analysts about the ...

Tech stocks face downside risks as AI spending slows, with Microsoft canceling data center leases and Nvidia's earnings under ...

Nvidia’s earnings report on Wednesday will put the finishing touches on one of the most remarkable years from a large company ever.

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

Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...

TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...

Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.

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 ...

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