Microsoft has begun to scale back on data- center spending, according to an analysts’ note, but Wall Street is divided on ...
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
Microsoft has withdrawn from data center leasing agreements worth 200MW, a report claims.
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 some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...