Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

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

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

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

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

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 ...

Europe has no direct equivalent to either Nvidia, whose chips power a lot of existing AI capability, or Microsoft, but shares ...

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...

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

Nvidia Corp.’s earnings are set to dictate whether artificial intelligence can regain its status as the key driver behind ...

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

Those concerns have come to the fore over the last month as several of the stocks declined, led by a 25-per-cent drop in ...