Microsoft brings data center hype back to earth but the boom lives on
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
eWeek17h
Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
Microsoft cancels some of its AI data center leases
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
Meta in talks for $200 billion AI data center project, The Information reports
Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with ...
North Carolina data center is part of Apple’s $500 billion expansion plan across the US
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
Apple in NC asked and answered, from RTP campus to latest data center announcement
Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...
Microsoft Corporation (MSFT) Maintains ‘Buy’ Rating Amid Data Center Lease Cancellations
TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...
Microsoft’s Data Center Cuts a Strategic Shift or Red Flag?
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
Microsoft scales back AI data center expansion amid AI spending boom
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
Microsoft (MSFT) is a Buying Opportunity Thunders Analyst Despite Data Center Fallout Bashing Shares
Tech giant Microsoft (MSFT) has become a buying opportunity following concerns over its data center and AI rollout ...
cryptopolitan10h
Europe’s top AI stocks further declines on Microsoft data center worries
AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...
Microsoft Cancels AI Data Center Leases Amid Market Uncertainty
According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...