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 ...

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 ...

（华盛顿25日讯）市场传言，微软（Microsoft）已开始在美国取消大量资料中心租约，此举可能反映出“AI热潮消退前兆”及微软认为AI运算需求不断翻倍式成长，终归超过自家资料中心负载，计划精简相应成本。对此，微软24日发布声明，重申了截至6月财政目 ...

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 ...

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