RCR Wireless News1h
OpenAI to move AI compute from Microsoft to SoftBank by 2030
OpenAI is reportedly planning to shift its compute needs away from Microsoft and instead rely on capacity provided by its ...
Microsoft reportedly cancels some data center leases amid $80 billion AI push
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
NBC Los Angeles2h
Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to ...
Analysts Notice Microsoft Quietly Cancelling Data Center Leases
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft Reportedly Canceled Some Planned Datacenter Capacity
Microsoft still plans to spend at least $80 billion on AI infrastructure in its current fiscal year. But a spending shift may ...
SoftBank could steal Microsoft's title as the exclusive cloud provider and largest investor to OpenAI as $500B "Stargate" projects a $20B loss by 2027
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
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 ...
Microsoft has dropped some AI data center leases, TD Cowen says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
The Columbian6h
As Israel uses US-made AI models in war, concerns arise about tech’s role in who lives and who dies
U.S. tech giants have quietly empowered Israel to track and kill many more alleged militants more quickly in Gaza and Lebanon through a sharp spike in artificial intelligence a ...