eWeek1h
Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
Microsoft cancels some of its AI data center leases
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
Microsoft’s Data Center Cuts a Strategic Shift or Red Flag?
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
Microsoft (MSFT) is a Buying Opportunity Thunders Analyst Despite Data Center Fallout Bashing Shares
Tech giant Microsoft (MSFT) has become a buying opportunity following concerns over its data center and AI rollout ...
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 ...
Network World13h
Microsoft cancels data center lease plans, raising questions
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
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.
Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
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 would "continue to ...
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
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 ...