Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...

Microsoft is canceling data center leases in a sign of a possible oversupply as OpenAI looks elsewhere for its infrastructure ...

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...

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

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

As Meta builds record-size data centers and Microsoft recalibrates its expansion plans, Apple's latest investment reveals ...

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

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

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

Microsoft still plans to spend at least $80 billion on AI infrastructure in its current fiscal year. But a spending shift may ...

Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...