According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...
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 ...
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
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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 ...
Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...
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 ...
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