Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

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

Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with ...

North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...

Apple’s announcement signaled its near-term focus centers on artificial intelligence manufacturing. On Monday, the company ...

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

TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...

Nvidia's much-awaited results - seen as a barometer of AI chip demand - on Wednesday could prove to be an inflection point ...

According to investment firm TD Cowen, Microsoft has recently canceled leases for data center capacity in the U.S., amounting ...

Meta CEO Mark Zuckerberg said that the company plans to spend as much as $65 billion this year to expand its AI ...

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...