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

Microsoft is suggesting the hype of AI is coming to an end, due to a lack of its practicability on the market.

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 ...

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

Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial ...

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

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...