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

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

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

Tech giant Microsoft (MSFT) has become a buying opportunity following concerns over its data center and AI rollout ...

Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...

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

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

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

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

North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...

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