Microsoft has begun to scale back on data- center spending, according to an analysts’ note, but Wall Street is divided on ...

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

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

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

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...

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

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

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