Microsoft Corporation Common Stock (MSFT)
DeepSeek effect? Microsoft's data center pullback sparks questions about AI cost
Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly begun canceling leases for a substantial amount of data center capacity in the US, prompting speculation about whether the company may be tempering its ambitions or reevaluating its strategy.
Microsoft Refutes Reports of AI Infrastructure Pullback
Microsoft reportedly still plans to earmark $80 billion for capital expenditures, despite reports suggesting otherwise. As CNBC reported Monday (Feb. 24), the tech giant says its spending plan is still on track, while adding that it “may strategically pace or adjust our infrastructure in some areas.
Microsoft Drops Some AI Data Center Leases: TD Cowen
Microsoft has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it's securing more AI computing capacity than it needs in the long term. TD Cowen analyst Michael Elias, one of the authors of the note, joins Caroline Hyde and Jackie Davalos on "Bloomberg Technology.
Microsoft is oversold on AI spending worries, says Wedbush's Dan Ives
Dan Ives, Wedbush global head of technology research, joins 'Power Lunch' to discuss Apple's U.S. investment and Microsoft's AI spending concerns in the market.
Telefonica & Microsoft Boost Open Gateway Uptake With Kernel
TEF & Microsoft expand collaboration to drive the Open Gateway adoption with AI-powered Kernel, transforming telecom networks into programmable platforms.
Microsoft reiterates plan to invest $80 billion in AI, but may 'adjust our infrastructure in some areas'
Microsoft said it might make some infrastructure adjustments but still plans to spend over $80 billion on capital expenditures this fiscal year, which ends in June. Analysts at TD Cowen circulated a note on Friday suggesting that the company has canceled data center leases.
Microsoft stock slips after analysts say it canceled 2 data center leases in the US, suggesting potential 'oversupply position'
Microsoft's stock slipped Monday after an analyst note said it was canceling some US data center leases. The TD Cowen analysts said the pullback may indicate Microsoft is in a "potential oversupply position.
Microsoft Cancels Some Data Center Leases, Raises Questions on AI Expansion Strategy
Microsoft Corp MSFT has begun canceling leases for significant data center capacity in the U.S., possibly signifying AI computing overcapacity.
Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech giant as it builds out artificial intelligence infrastructure to meet a potential demand surge, TD Cowen analysts said.
Microsoft Cancels AI Data Center Leases, TD Cowen Says. These Analysts Aren't Concerned Just Yet.
Analysts are divided on whether Microsoft is grappling with oversupply or readjusting its focus.
AI, China DeepSeek latest: Microsoft Cancels US Data Center Leases, Analyst Says
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect concerns about whether it's building more AI computing than it will need over the long term, TD Cowen said in a report. OpenAI's biggest backer has voided leases totaling “a couple of hundred megawatts” of capacity, the US brokerage wrote Friday, citing channel checks or inquiries with supply chain providers.
The research note that's raising eyebrows: Microsoft reportedly is cancelling data-center leases.
Is Microsoft starting to have doubts after artificial-intelligence demand?
