TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

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

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

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

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

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

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

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

Cowen notes that Microsoft is citing construction delays and lack of access to power as excuses for trying to get out of its ...

Shares in Microsoft (MSFT) were lower today on reports that it may have exaggerated its AI potential after scrapping plans to build at least ...

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