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 Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...
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 ...
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.
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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