Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

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 ...

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

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

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

The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

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

A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...

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