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

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

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

Microsoft's recent decision to cancel several U.S.-based AI datacenter leases has sparked concerns among analysts about the ...

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

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

It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...

GTC泽汇资本表示，微软公司（Microsoft Corp.，MSFT）近期开始取消大量美国数据中心的租赁合同，这一举措可能反映了微软对长期AI计算需求的担忧。根据TD ...

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

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

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

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