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

TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...

Alibaba Group Holding Ltd. has announced that its video and image-generating AI model, Wan 2.1, is now publicly available as an open-source platform.

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

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

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

Microsoft’s (Nasdaq: MSFT) reported cancellation of data center leases has triggered investor anxiety about the ...

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...