An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...

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

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

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

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

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

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

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

A research note written by TD Cowen analysts says Microsoft has canceled leases in the U.S. with at least two private ...

Shares in Microsoft (MSFT) were lower today on reports that it may have exaggerated its AI potential after scrapping plans to build at least ...

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...