td cowen microsoft data center - Search News

Microsoft brings data center hype

Business Insider on MSN · 1h

Microsoft brings data center hype back to earth but the boom lives on

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market still has huge potential.

Barron's on MSN · 1d

Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private center operators” in the U.S., amounting to a few hundr

TechCrunch on MSN · 5h

Microsoft cancels some of its AI data center leases

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

1d

TD Cowen says Microsoft cancellation of data center leases part of Open AI shift

TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...

1don MSN

Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

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