Microsoft’s Data Center Cuts a Strategic Shift or Red Flag?
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
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 ...
Network World11h
Questions arise about reasons why Microsoft has cancelled data center lease plans
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
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 ...
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 ...
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 ...
Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
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.
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 ...
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 ...
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 ...
Investing22h
Microsoft has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.