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 Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
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 data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.
Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
Artificial intelligence (AI) has emerged as one of the most transformative forces in modern technology, with generative AI ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
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