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 data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
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Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
The US tech behemoth signals a strategic pivot with cancelled data center contracts while the Chinese tech giant's shares ...
Microsoft has pledged to spend at least $80 billion over the course of its fiscal year, which ends in June, on new data center construction.
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
AI is driving an unprecedented transformation in data centers, with global data center CapEx spending projected to more than ...
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