According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.
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.
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
An analyst note flagging a possible slowdown by Microsoft in leasing data centre capacity has grabbed the market's attention.
14h
An analyst note flagging a possible slowdown by Microsoft in leasing for data centre capacity grabbed the market’s attention.
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
18h
During Monday’s regular session, shares of key tech companies dragged the S&P 500 and the Nasdaq Composite into negative ...
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