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 ...

Despite potentially concerning news surrounding data center leases, Goldman Sachs has reiterated a $500 price target on ...

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

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

A recent Reuters report revealed that TD Cowen, the multinational investment bank and financial services consultancy, ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...