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.
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 data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.
TK Chiang, CEO of CLP Group, discusses the utility company's commitment to renewable energy in China and Hong Kong, and the ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
A new report on the state of the data center industry describes navigating "unprecedented innovation [and] explosive data ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
AI is driving an unprecedented transformation in data centers, with global data center CapEx spending projected to more than ...
Paris AI Summit launched four programs driving sustainable AI progress through energy monitoring, environmental standards, public resource access, and ethical governance.
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