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.
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
A new report on the state of the data center industry describes navigating "unprecedented innovation [and] explosive data ...
AI is driving an unprecedented transformation in data centers, with global data center CapEx spending projected to more than ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
Even when an AI solution reaches the production stage, that doesn’t mean the work is done. Here is how six key players are ...
"Your Ai Pin will continue to function normally until 12 pm PST on February 28, 2025," Humane said in the statement. "After ...
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