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

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...

An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...

Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.

(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...

Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...