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 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 ...
Why Microsoft (MSFT) Stock Is Falling Today
Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...
Network World9h
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 ...
Microsoft is canceling data center leases, analysts say — and the stock slips
Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...
decrypt17h
Microsoft Stock Dips on Report of Data Center Lease Cancellations
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
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 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 ...
Outlook Business7h
Microsoft Cancels AI Data Centre Leases, Stokes Fears of Overcapacity
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...
Microsoft Cancels AI Data Center Leases Amid Market Uncertainty
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 ...
Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
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 ...