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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 ...
Microsoft cancels some of its AI data center leases
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
North Carolina data center is part of Apple’s $500 billion expansion plan across the US
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
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 ...
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Microsoft cancels data center lease plans, raising questions
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
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 ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
Microsoft cancels leases for AI data centers, analyst says
The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...
Top tech companies turn to hydrogen and nuclear energy for AI data centers
Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.
Big Tech data center buildouts have led to $5.4 billion in public health costs
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...