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

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

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

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 data center capacity grabbed the market's attention on ...

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

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

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

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

The newly acquired property will be located next to the proposed 1,700-acre data center park that's being developed by Tract.