The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

Goldman Sachs (GS, Financial) continues to favour Microsoft (MSFT, Financial), affirming a "Buy" rating and a $500 price ...

Microsoft is scaling back datacentre investments amid concerns about AI’s growth trajectory and potential oversupply, ...

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

Microsoft is suggesting the hype of AI is coming to an end, due to a lack of its practicability on the market.

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...