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Microsoft brings data center hype

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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 still has huge potential.

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 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 already dropping some of its current data center leases.

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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 ...

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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 ...

2don MSN

Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says

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

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