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.

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

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...

Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

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

A research note written by TD Cowen analysts says Microsoft has canceled leases in the U.S. with at least two private ...

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

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...