Microsoft Corp. has begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect ...

TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...

Microsoft Corp. has canceled multiple data center leases and may scrap several more that are currently in the works, Bloomberg reported today. A significant percentage of tech giants’ data ...

Microsoft has been a frontrunner in the AI race, investing millions in the futuristic technology. The company has said it plans to spend $80 billion this year on AI data centers. TD Cowen said ...

Microsoft (MSFT) has canceled an unspecified number of data center leases amid the AI spending boom, TD Cowen analysts said in a note. The development comes as investors are closely watching ...

Most strikingly, Nadella admitted that AI simply hasn't generated ... informed Bloomberg that Microsoft has canceled some leases for the buildout of its US data center capacity, further bolstering ...

Any lease cancellations would mark a sharp shift for Microsoft, which has been spending billions of dollars on data centers to overcome supply bottlenecks that have limited its ability to meet AI ...

(Bloomberg) — Microsoft Corp. has canceled some leases for US data center capacity ... the Chinese upstart DeepSeek released a new open-source AI model that it claims rivals the abilities ...

(Bloomberg) -- 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 ...