microsoft center - Search News

Microsoft brings data center hype

Hosted on MSN · 1d

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 .

Barron's on MSN · 2d

Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.

TD Cowen analysts first reported in a research note Friday that Microsoft had cancelled leases with “at least two data private center operators” in the U.S., amounting to a fe

2don MSN

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 ...

1d

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 ...

2d

Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

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