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Microsoft axes data center leases

Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is already dropping some of its current data center leases.

Hosted on MSN · 2d

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 whether it’s securing more AI computing capacity than it needs in the long term.

Business Insider on MSN · 1d

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 grow strongly."

Meta mulls plans for $200B AI data center project

Meta in talks for $200 billion AI data center project, The Information reports

Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with potential costs exceeding $200 billion, The Information reported on Tuesday, citing people familiar with the matter.

Business Insider · 8h

Facebook’s Parent Meta in Talks for $200B AI Data Center Project

Facebook’s parent company Meta Platforms (META) is reportedly in talks for a huge investment of over $200 billion in an AI (artificial

Seeking Alpha · 1h

Meta mulls plans for $200B AI data center project, company denies media report

Meta Platforms (META) is reportedly in talks to build a new data center campus for its AI projects which could cost over $200B. However, Meta denied this story.

1don MSN

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 ...

3h

Regal Rexnord adds Microsoft exec to board to bolster AI, data center expertise

Regal Rexnord simultaneously announced Hodge and Gerben Bakker to the company board. Bakker is chairman, president and CEO of ...

1don MSN

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.

2d

Microsoft has 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 ...

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