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Microsoft axes data center leases

Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is already dropping some of its current data center leases.

TechCrunch on MSN · 1h

Microsoft cancels some of its AI data center leases

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

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.

Nvidia, Top AI Stock

AI stocks battered heading into make-or-break Nvidia earnings

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations.

MarketWatch on MSN · 1h

Why Nvidia’s stock looks good to these analysts despite earnings jitters

Nvidia Corp.’s stock still looks good to many Wall Street analysts ahead of the artificial-intelligence chip maker’s earnings Wednesday, even though the company isn’t expected to report the same level of revenue beat as it has done in the past few quarters.

24/7 Wall St. on MSN · 1d

Nvidia Earnings Due on Wednesday. Still the Top AI Stock to Buy?

Nvidia (NASDAQ:NVDA) is scheduled to report fourth quarter earnings on Wednesday, Feb. 26 after the market closes. All eyes will be trained on the chipmaker as a lot is riding on the report. Especially after the DeepSeek announcement rocked the artificial intelligence market,

AI data centers burn tons of energy. Can consumers and the grid adapt?

The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...

The AI Revolution and Its Impact on the Data Center Industry

Artificial intelligence (AI) has emerged as one of the most transformative forces in modern technology, with generative AI ...

1don MSN

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 ...

6d

Data Center Demand Is Exploding Thanks to AI: 1 Stock and 2 ETFs to Profit From It

It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...

44mon MSN

Is GDS Holdings Limited (GDS) the Best Performing Data Center Stock So Far In 2025?

We recently compiled a list of the 10 Best Performing Data Center Stocks So Far in 2025. In this article, we are going to ...

2dOpinion

WA is at a crucial moment in data center development

Gov. Ferguson's order to form a work group to study data centers may send mixed messages to companies and communities about ...

19hon MSN

Meet The Under-the-Radar Artificial Intelligence (AI) Data Center Stock That Nvidia Just Plowed Millions Into

Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...

1don MSN

Sify Infinit Spaces Launches AI-Hub Data Center in Lucknow

The facility, located in HCL IT City on Sultanpur Road, will be developed in four phases, with the first phase expected to be ...

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