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Microsoft Cancels Some AI Data Center Leases

Barron's on MSN · 2d

Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private center operators” in the U.S., amounting to a few hundr

New York Post on MSN · 2d

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the industry.

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.

2d

Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

2d

Microsoft kündigt Leasingverträge für KI-Rechenzentren: TD Cowen

Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach ...

2d

Microsoft has dropped some AI data center leases, TD Cowen says

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

2don MSN

Microsoft clarifies TD Cowen report, says $80B infrastructure spend 'on track' for this year

Microsoft (NASDAQ:MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response ...

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