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.
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
Artificial intelligence (AI) has emerged as one of the most transformative forces in modern technology, with generative AI ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
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 ...
Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...
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