Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...
The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.
Meta's decision to invest heavily in data centres is a part of the larger trend where tech giants are announcing huge ...
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...
According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...