Microsoft 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 ...
Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
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 ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Analysts Notice Microsoft Quietly Cancelling Data Center Leases
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
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 ...
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 ...
eWeek1 天
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 has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.
Microsoft clarifies TD Cowen report, says $80B infrastructure spend 'on track' for this year
Microsoft (MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a ...
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 ...
datacenterfrontier.com9 小时
Does It Matter If Microsoft Is Cancelling AI Data Center Leases?
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...