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

Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...

The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...

Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

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

Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...

Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.