Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
Microsoft has begun to scale back on data- center spending, according to an analysts’ note, but Wall Street is divided on ...
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 ...
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 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 ...
The research note that’s raising eyebrows: Microsoft reportedly is cancelling data-center leases.
A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private ...
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 ...
Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...
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Microsoft Stock Dips on Report of Data Center Lease Cancellations
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
Microsoft cancels leases for AI data centers, analyst says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
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 ...
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Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...