TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
Fresh from questioning whether AI will provide all the economic benefits it is expected to deliver over the next five years, ...
Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
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