Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Artificial intelligence (AI) has emerged as one of the most transformative forces in modern technology, with generative AI ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
Donald Trump Jr. and Eric Trump’s venture aligns with their father’s AI policy push, positioning them to potentially profit ...
Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.
AI has taken tripled the growth rate of AI data center compute. It has gone from 5X each year to over 15X each year.
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