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 ...

Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...

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

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

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

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

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

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