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

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

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

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...

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

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

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

The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

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

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

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