Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...

TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...

Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...

Meta Platforms is reportedly planning a $200 billion AI data center expansion, signaling an aggressive push into AI ...

The blistering share rally that for a time made Nvidia Corp. the world’s most valuable company has stalled. Investors have ...

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

The number of data centers around the Pacific Northwest has exploded in recent decades, growing from less than two dozen in 2008 to more than 200 across Oregon and Washington today.

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.

Microsoft’s (Nasdaq: MSFT) reported cancellation of data center leases has triggered investor anxiety about the ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Shares of cloud computing provider DigitalOcean (NYSE: DOCN) jumped 21% in the pre-market session after the company reported ...