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Microsoft brings data center hype

Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is already dropping some of its current data center leases.

Microsoft data center leases slowing, analysts say, raising investor attention

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .

Business Insider on MSN · 20h

Microsoft brings data center hype back to earth but the boom lives on

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

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Microsoft is canceling data center leases, analysts say — and the stock slips

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center ...

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Microsoft Dropped Some AI Data Center Leases, TD Cowen Says

Microsoft Corp. has begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect ...

1don MSN

Microsoft shelves AI data-center deals in sign of potential oversupply, brokerage says

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

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Microsoft's Satya Nadella Just Gave Nvidia Stock a Reality Check

Microsoft (NASDAQ: MSFT) recently announced plans to spend $80 billion this year building out AI data centers to support ...

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