The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

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

Centuria Industrial REIT's fair value estimate is AUD 3.50 per unit based on a weighted average cost of capital of 7.2%. At our fair value estimate, the REIT has a forward distribution yield of 4.7%.

An analyst note flagging a possible slowdown by Microsoft in leasing for data centre capacity grabbed the market’s attention.

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

The data center will offer Aligned’s proprietary air and liquid cooling technologies to accommodate densities upward of 350 ...