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 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 ...
Microsoft refutes TD Cowen report it is canceling US data center leases (update)
Despite Microsoft (MSFT) stating last month that it would spend $80B on data centers this year, TD Cowen said the Satya ...
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 ...
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 has begun cancelling AI data center leases: TD Cowen
Microsoft (MSFT) has reportedly begun cancelling AI data center leases as a TD Cowen note suggests this may be a symptom of ...
Yahoo Finance2 天
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
(Bloomberg) -- Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it ...
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 ...
datacenterfrontier.com12 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 ...
Microsoft clarifies TD Cowen report it is canceling US data center leases (update)
Update: Microsoft issued a statement to Seeking Alpha clarifying the TD Cowen note. "Thanks to the significant investments we ...