Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
Microsoft has begun to scale back on data- center spending, according to an analysts’ note, but Wall Street is divided on ...
Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to ...
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 ...
The research note that’s raising eyebrows: Microsoft reportedly is canceling data-center leases
A research note written by TD Cowen analysts says Microsoft has canceled leases in the U.S. with at least two private ...
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 is canceling data center leases, analysts say — and the stock slips
Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...
Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...
Microsoft cancels leases for AI data centers, analyst says
The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...
Microsoft scraps some data center leases as Apple, Alibaba double down on AI
Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...
Microsoft pulls back on AI data center spending
The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.
Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.