Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...

Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...

A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private ...

Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.