Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Microsoft has dropped some AI data center leases, TD Cowen says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft reportedly cancels some data center leases amid $80 billion AI push
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
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 ...
TD Cowen says Microsoft cancellation of data center leases part of Open AI shift
TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...
Why C3.ai, Oracle, and NuScale Power Stocks Are Moving on Monday
Cowen notes that Microsoft is citing construction delays and lack of access to power as excuses for trying to get out of its ...
Hosted on MSN1d
Microsoft Drops Some AI Data Center Leases: TD Cowen
Microsoft has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it's securing more AI computing capacity than it needs in the long term. TD ...