Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
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 ...
We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...
S&P 500 Futures steadied at 6,002.50 points, while Nasdaq 100 Futures fell 0.1% to 21,401.0 points by 18:40 ET (23:40 GMT).