Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
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.
The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...
Microsoft has pledged to spend at least $80 billion over the course of its fiscal year, which ends in June, on new data center construction.
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
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