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 ...

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 ...

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 (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 ...

As Microsoft and Google both make big announcements this week, Microsoft’s agentic AI platform, Azure AI Foundry, is powering ...