Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...

A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private ...

Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...

Microsoft has withdrawn from data center leasing agreements worth 200MW, a report claims.

Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.

Microsoft has scrapped leases for “a couple of hundred megawatts” of US data centre capacity, according to TD Cowen analysts, ...

Microsoft Corp. (NASDAQ: MSFT) has reportedly begun to cancel leases for a significant portion of its AI data center capacity ...

Breakthroughs at Chinese start-up DeepSeek ramped up scepticism of US tech firms' big AI budgets. Read more at ...