Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the ...

TD Cowen views the increased capital spending as necessary to capture growing demand from AI inference data centers and larger enterprise deals, despite near-term pressure on AFFO per share, which ...

A top American research firm, TD Cowen, responded to the Microsoft news by saying the cancellations were due to an excess supply of data centers relative to the current demand forecast.

Microsoft says it’s ‘slowing or pausing’ some AI data center projects, including $1B plan for Ohio Analysts with TD Cowen reported earlier this year that Microsoft was also scaling back some ...

The same day, TD Cowen analysts published similar findings from their own data center research. "Our most recent checks point to a pullback in US colocation deals from Amazon," they wrote in a ...

Microsoft Corp. has canceled some leases for US 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) -- Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it ...