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 hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
The most anticipated earnings report of the quarter is just around the corner. Nvidia is set to announce its earnings report ...
Microsoft has pledged to spend at least $80 billion over the course of its fiscal year, which ends in June, on new data center construction.
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
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