Microsoft has abandoned data center projects set to use 2 gigawatts of electricity in the U.S. and Europe in the last six months due to an oversupply relative to its current demand forecast ...

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center leases, potentially signaling an oversupply of AI infrastructure.

Microsoft said it added more capacity last year than any prior year. Microsoft’s abandonment of its heavy data center push is the latest sign of shakiness in the tech industry after China’s ...

Microsoft recently appeared to scale back its data center development pipeline, which would be an extraordinary step back after a period of furious growth by the tech giant. But did it really?

Microsoft (MSFT) has canceled an unspecified number of data center leases amid the AI spending boom, TD Cowen analysts said in a note. The development comes as investors are closely watching ...

Microsoft has reportedly canceled data center leases amid shifting infrastructure priorities TD Cowen analysts suggest lease deferrals reflect oversupply vs demand Microsoft doesn't deny the ...

Based on the easing of exclusivity by the two companies, analysts say these moves aren’t surprising, but they do have broader market implications. OpenAI is reportedly contemplating building its ...

Microsoft has withdrawn from data center leasing agreements worth 200MW, a report claims. The report, written by analysts Michael Elias, Cooper Belanger and Gregory Williams, said that TD Cowen's ...

Details about Microsoft's reported pulling back on global data center projects have emerged. As reported by Bloomberg, which cites "people familiar with the situation," the cloud giant has halted or ...

Microsoft is reportedly shrinking its data center footprint. The tech giant has canceled leases with multiple data center providers that total a “couple hundred megawatts” of capacity ...

A TD Cowen analyst said that Microsoft had canceled plans for new data center developments. The news suggested that the staggering forecasts for data center growth could be overblown. Experts say ...