The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Artificial intelligence (AI) applications will likely be a key determinant of economic growth for the next decade and beyond.
The contract, worth $2.5 billion, is emblematic of how big tech companies are forging alliances to offer a broader menu of AI ...
Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.
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A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private ...
Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...
Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...
Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
Steve Mandel's firm, Lone Pine Capital, has clear confidence in Meta Platforms ( META -1.62%). The firm added 146,000 shares ...
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
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