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.
Two of the biggest themes fueling stock market action today are the areas of artificial intelligence (AI) and quantum ...
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
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 ...
Google is giving away access to an automated tool for writing computer code, as it tries to catch up to Microsoft in a growing business for artificial-intelligence providers. The company is adding a ...
Azure AI Foundry Labs will enable developers to experiment with new models and explore the latest frameworks, the company ...
We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...
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Microsoft CEO Satya Nadella said AI may broaden what's historically been considered "cognitive labor." ...
Microsoft Research introduced Magma, an integrated AI foundation model that combines visual and language processing to ...
Qualcomm and Intel are independently encouraging developers to write apps for NPUs. Intel provides developer tools, while ...
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