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Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
Microsoft cancels some of its AI data center leases
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
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 ...
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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 ...
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 ...
Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.
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 ...
Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
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 ...
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 ...
The research note that’s raising eyebrows: Microsoft reportedly is canceling data-center leases
A research note written by TD Cowen analysts says Microsoft has canceled leases in the U.S. with at least two private ...