Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

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 ...

We recently published a list of 10 AI Stocks Taking Wall Street by Storm. In this article, we are going to take a look at ...

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

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions ...

Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...