Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

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

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

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

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 ...

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...

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

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

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

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