It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.

Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI ...