Microsoft Corp. has walked away from new data center projects in the US and Europe that would have amounted to a capacity of about 2 gigawatts of electricity, according to TD Cowen analysts, who ...

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 hundred megawatts.

The data center backtrack is the latest sign of shakiness from a major tech ... TD Cowen analysts suggested Microsoft’s retreat could be due to OpenAI shifting to Oracle after the two ...

TD Cowen analysts Michael Elias, Cooper Belanger, and Gregory Williams wrote in the latest research note: “We continue to believe the lease cancellations and deferrals of capacity points to data ...

Hyperscalers Amazon and Microsoft are starting to return to leasing at scale, after a purported slowdown earlier this year, analysts at TD Cowen claim. The financial services firm said in March that ...

Microsoft has reportedly canceled data center leases amid shifting infrastructure priorities TD Cowen analysts suggest lease deferrals reflect oversupply vs demand Microsoft doesn't deny the ...

(Bloomberg) -- Microsoft Corp. has walked away from new data center projects in the US and Europe that would have amounted to a capacity of about 2 gigawatts of electricity, according to TD Cowen ...

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

(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 ...

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 ...

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 ...