ai data center td cowen

Microsoft axes data center leases

Microsoft 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 whether it’s securing more AI computing capacity than it needs in the long term.

Business Insider on MSN · 17h

Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

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

The Columbus Dispatch on MSN · 13h

Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says

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

17hon MSN

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 ...

Outlook Business53m

Microsoft Cancels AI Data Centre Leases, Stokes Fears of Overcapacity

The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

27m

DeepSeek effect? Microsoft’s data center pullback sparks questions about AI cost

In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.

17hon MSN

Why C3.ai, Oracle, and NuScale Power Stocks Are Moving on Monday

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

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