Microsoft data center leases slowing, analysts say, raising investor attention
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
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Tech giant Microsoft (MSFT) has become a buying opportunity following concerns over its data center and AI rollout ...
Yuval Bachar knows data centers. He's worked on them for Meta, Microsoft and Cisco, but now, his startup is looking to help ...
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