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.
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Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...
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Data centers, for example, directly employ 15,000 Ohioans, one-quarter of 1% of Ohio's total workforce of nearly 6 million.
Last year, xAI built a massive data center in Memphis, but the company has also been quietly setting up another facility in ...
Gov. Ferguson's order to form a work group to study data centers may send mixed messages to companies and communities about ...
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