Microsoft clarifies TD Cowen report, says $80B infrastructure spend 'on track' for this year
Microsoft (NASDAQ:MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a report issued by investment firm TD Cowen that it may be canceling ...
New York Post17d
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The Washington-based software giant has canceled leases in the US totaling “a couple of hundred megawatts,” or about two huge data centers, according to a report from TD Cowen analysts ...
Detroit News18d
Microsoft has dropped some AI data center leases, TD Cowen says
Microsoft Corp. has canceled some leases for U.S. data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the ...
Bloomberg L.P.18d
Microsoft kündigt Leasingverträge für KI-Rechenzentren: TD Cowen
Mit Blick auf den KI-Nachfrage-Ausblick lässt ein Bericht der Investmentbank TD Cowen aufhorchen: Microsoft hat demnach begonnen, Leasingverträge für eine beträchtliche Menge an ...