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

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.

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 ...

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

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

We recently compiled a list of the 10 AI Stocks Worth Watching Today. In this article, we are going to take a look at where ...

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

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...

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

Nvidia Corp.’s earnings are set to dictate whether artificial intelligence can regain its status as the key driver behind ...

Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.