Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
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. TD Cowen's Michael Elias said his team's finding points to "a potential ...
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
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During Monday’s regular session, shares of key tech companies dragged the S&P 500 and the Nasdaq Composite into negative ...
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
US stocks sold off into the close on Monday as investors weighed the prospects of President Donald Trump's tariff policies ...
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