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

Microsoft ($MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

Fresh from questioning whether AI will provide all the economic benefits it is expected to deliver over the next five years, ...

In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.

The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

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

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