Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
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 data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.
Artificial intelligence (AI) has emerged as one of the most transformative forces in modern technology, with generative AI ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
Middle and high school students presented 156 projects Monday at the annual Corden Pharma Colorado Regional Science Fair at ...
SoundHound AI stock sank today as investors adopted more risk-averse positions heading into Nvidia's earnings report on ...
I, Brian Wang, have identified the pace of the expansion of the XAI data center. The XAI and Tesla ability to build data ...
Results that may be inaccessible to you are currently showing.
Hide inaccessible results
Feedback