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 data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
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Microsoft Stock In Spotlight As Analyst Raises Concerns Over Software Giant’s Long-Term AI Demand: Retail Turns UneasyMicrosoft Corp. (MSFT) stock is likely to be on investors’ radar after an analyst raised concerns about the Redmond, ...
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