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

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

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

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly ...

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...

Microsoft is canceling some data center leases. But what, if anything, does that mean for the technology giant's billions ...

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 ...

which cited a memo from investment bank TD Cowen. This total represents the equivalent of about two data centers. The reason for Microsoft’s move is unclear but raises broader questions if the ...