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 ...
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 ...
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
BofA notes that The Information first reported last Friday that OpenAI is planning to shift some spending on GPU compute from Microsoft (MSFT) ...
Quantum computing stocks surged momentarily on the news, but those stocks have come down since then. Microsoft stock has also struggled. The stock is down 8.8% in the past month and 1.3% over the past ...
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.
The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.
Microsoft is scaling back datacentre investments amid concerns about AI’s growth trajectory and potential oversupply, ...
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback