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 ...
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 Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...