Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
Microsoft has begun to scale back on data- center spending, according to an analysts’ note, but Wall Street is divided on ...
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 ...
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 ...
Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
The research note that’s raising eyebrows: Microsoft reportedly is cancelling data-center leases.
A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private ...
Microsoft reportedly cancels some data center leases amid $80 billion AI push
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
Microsoft has dropped some AI data center leases, TD Cowen says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft scraps some data center leases as Apple, Alibaba double down on AI
Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
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Microsoft Scraps Data Center Leases Amid Possible Oversupply
Microsoft is canceling data center leases in a sign of a possible oversupply as OpenAI looks elsewhere for its infrastructure ...
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 is canceling data center leases, analysts say — and the stock slips
Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...