An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
Microsoft has begun to scale back on data- center spending, according to an analysts’ note, but Wall Street is divided on ...
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...
A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private ...
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...