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

Quantum computing stocks surged momentarily on the news, but those stocks have come down since then. Microsoft stock has also struggled. The stock is down 8.8% in the past month and 1.3% over the past ...

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

Microsoft is scaling back datacentre investments amid concerns about AI’s growth trajectory and potential oversupply, ...

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.

We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...