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

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

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

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

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

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

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 ...

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

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

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

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