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

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

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

Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

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

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

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

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

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

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

Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.