Shares of cloud computing provider DigitalOcean (NYSE: DOCN) jumped 21% in the pre-market session after the company reported ...

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.

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 ...

Tech giant Microsoft (MSFT) has become a buying opportunity following concerns over its data center and AI rollout ...

Despite potentially concerning news surrounding data center leases, Goldman Sachs has reiterated a $500 price target on ...

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 ...