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

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

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

Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...

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

(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...

Gov. Ferguson's order to form a work group to study data centers may send mixed messages to companies and communities about ...

AI is driving an unprecedented transformation in data centers, with global data center CapEx spending projected to more than ...

Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.

It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...

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

The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...