Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Microsoft kündigt Leasingverträge für KI-Rechenzentren: TD Cowen
Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...
Microsoft refutes TD Cowen report it is canceling US data center leases (update)
Despite Microsoft (MSFT) stating last month that it would spend $80B on data centers this year, TD Cowen said the Satya ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Yahoo Finance2 天
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
(Bloomberg) -- Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it ...
Microsoft clarifies TD Cowen report it is canceling US data center leases (update)
Update: Microsoft issued a statement to Seeking Alpha clarifying the TD Cowen note. "Thanks to the significant investments we ...
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 ...
datacenterfrontier.com4 小时
Does It Matter If Microsoft Is Cancelling AI Data Center Leases?
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...
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 ...