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

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

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

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 ...

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

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

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 ...

Critics have consistently pointed out a dearth of practical, real-world applications for AI, even as Microsoft, Meta and ...

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