Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

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 ...

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

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...