Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

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

Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...

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

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

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

Microsoft (MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a ...

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

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

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

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...