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 center operators” in the U.S., amounting to a few hundr
Microsoft’s Data Center Cuts a Strategic Shift or Red Flag?
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI infrastructure
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 data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.
Microsoft is canceling data center leases, analysts say — and the stock slips
Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center leases, potentially signaling an oversupply of AI infrastructure.
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 grow strongly."
Microsoft Cancels AI Data Centre Leases, Stokes Fears of Overcapacity
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like Constellation Energy and Vistra, fell 5.9% and 5.1%, respectively
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 infrastructure.
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 leases.
Microsoft 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 whether it’s securing more AI computing capacity than it needs in the long term.
Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
Skepticism has been growing among investors over the billions of dollars U.S. tech firms have been channeling into AI infrastructure due to slow payoffs and breakthroughs at Chinese startup DeepSeek,
Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
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 ...
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Microsoft cancels datacentre investments over AI growth concerns, report
Fresh from questioning whether AI will provide all the economic benefits it is expected to deliver over the next five years, ...
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 ...