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 ...
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 ...
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 ...
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 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 ...
Top tech companies turn to hydrogen and nuclear energy for AI data centers
Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.
Microsoft cancels leases for AI data centers, analyst says
The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...
Big Tech data center buildouts have led to $5.4 billion in public health costs
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
WA is at a crucial moment in data center development
Gov. Ferguson's order to form a work group to study data centers may send mixed messages to companies and communities about ...
FERC pushes for more guidance on co-located data center arrangements
U.S. energy regulators on Thursday directed the country's largest grid operator to provide clarity on how it handles ...
70% of data center growth could be met by 'power couples', says Rocky Mountain's Uday Varadarajan
Uday Varadarajan, Rocky Mountain Institute, joins 'Power Lunch' to discuss powering the AI race with data centers in a way ...
Microsoft Unveils Quantum Computing Chip for Future Data Centers
Microsoft Corp. announced its first quantum computing chip, a major step in the company’s effort to produce devices that ...