Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech giant as it builds out artificial intelligence infrastructure to meet a potential demand surge, TD Cowen analysts said.
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.
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
AI has taken tripled the growth rate of AI data center compute. It has gone from 5X each year to over 15X each year. This ...
The explosive growth of artificial intelligence (AI) has dominated energy industry headlines as of late, and one obvious ...
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