The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

An analyst note flagging a possible slowdown by Microsoft in leasing data centre capacity has grabbed the market's attention.

An analyst note flagging a possible slowdown by Microsoft in leasing for data centre capacity grabbed the market’s attention.

During Monday’s regular session, shares of key tech companies dragged the S&P 500 and the Nasdaq Composite into negative ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...