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.
Microsoft scraps some data center leases as Apple, Alibaba double down on AI
Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the investment bank believes that Microsoft has voided contracts for data centers with about 200 megawatts in combined capacity. One megawatt corresponds to the electricity usage of several hundred households.
Last year, shares of a small artificial intelligence (AI) stock called SoundHound AI witnessed an unprecedented rise. While SoundHound AI's voice recognition technology is an exciting pocket of the AI ...
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
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 ...
Waitbutwhy.com had some articles and diagrams explaining how the artificial intelligence revolution of a technological ...
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
The explosive growth of artificial intelligence (AI) has dominated energy industry headlines as of late, and one obvious ...
Electric Power Research Institute initiative that includes Google and Nvidia looks for ways to alleviate strain on electric ...
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