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 ...
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 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 ...
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 ...
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 ...
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 ...
North Carolina data center is part of Apple’s $500 billion expansion plan across the US
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
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 ...
Rethinking Our Approach To The Data Center Power-Supply Challenge
The explosive growth of artificial intelligence (AI) has dominated energy industry headlines as of late, and one obvious ...
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 ...
Microsoft reportedly cancels some data center leases amid $80 billion AI push
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...