Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech giant as it builds out artificial intelligence infrastructure to meet a possible surge in demand,
Analysts Notice Microsoft Quietly Cancelling Data Center Leases
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...
Data centers, for example, directly employ 15,000 Ohioans, one-quarter of 1% of Ohio's total workforce of nearly 6 million.
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
The explosive growth of artificial intelligence (AI) has dominated energy industry headlines as of late, and one obvious ...
Last year, xAI built a massive data center in Memphis, but the company has also been quietly setting up another facility in ...
Wall Street was selling technology stocks after analysts at TD Cowen said Microsoft cancelled leases with “at least two data private center operators.” The Nasdaq Composite dropped 1% in Monday ...
The Xeon 6 for network and edge is Intel's most-developed SoC, designed for a wide range of use cases, and again promising ...
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