Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
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 ...
Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
Big Tech data center buildouts have led to $5.4 billion in public health costs
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
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 ...
Marketplace6h
AI data centers burn tons of energy. Can consumers and the grid adapt?
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.
Microsoft has begun to scale back on data- center spending, according to an analysts’ note, but Wall Street is divided on ...
WA is at a crucial moment in data center development
Gov. Ferguson's order to form a work group to study data centers may send mixed messages to companies and communities about ...
North Carolina data center is part of Apple’s $500 billion expansion plan across the US
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
Network World5d
Data center spending to top $1 trillion by 2029 as AI transforms infrastructure
AI is driving an unprecedented transformation in data centers, with global data center CapEx spending projected to more than ...
AI Data Center With Up to 3 Gigawatts of Power Is Envisioned for South Korea
Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.