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

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

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

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

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

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

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

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

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 ...