Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

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

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

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

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

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

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 for data center capacity grabbed the market's attention ...

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

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

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...