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 ...
Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
The research note that’s raising eyebrows: Microsoft reportedly is cancelling data-center leases.
A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.
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Microsoft Stock Dips on Report of Data Center Lease Cancellations
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
TD Cowen says Microsoft cancellation of data center leases part of Open AI shift
TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...