Microsoft data center leases slowing, analysts say, raising investor attention
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .
Does It Matter If Microsoft Is Cancelling AI Data Center Leases?
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about its long-term AI infrastructure strategy. According to TD Cowen, the tech giant voided agreements amounting to "a couple of hundred megawatts" of capacity, roughly equivalent to two large data centers.
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.
Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
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