The bank has been restructuring its U.S. balance sheet to free up capacity to provide products and services to its clients ...

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

It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...

Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.

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

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

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 ...

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.