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.

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

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

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 ...

TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...

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

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

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...

We recently published a list of 10 AI Stocks Taking Wall Street by Storm. In this article, we are going to take a look at ...

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