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 data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
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.
The explosive growth of artificial intelligence (AI) has dominated energy industry headlines as of late, and one obvious ...
AI has taken tripled the growth rate of AI data center compute. It has gone from 5X each year to over 15X each year. This ...
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