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 ...
Datacenter Dynamics7h
OpenAI looking to shift compute needs from Microsoft to SoftBank by 2030 – report
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
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 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 ...
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.
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 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 ...
SoftBank could steal Microsoft's title as the exclusive cloud provider and largest investor to OpenAI as $500B "Stargate" projects a $20B loss by 2027
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
Microsoft cancels leases for AI data centers, analyst says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Microsoft scraps some data center leases as Apple, Alibaba double down on AI
Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...
Microsoft drops some AI data centre leases
Microsoft Corp. has cancelled some leases for United States data centre capacity, according to Toronto Dominion Cowen, (TD Cowen) raising broader concerns over whether it’s securing more artificial ...