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Microsoft axes data center leases

Business Insider on MSN · 13h

Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to grow strongly."

Bloomberg L.P. · 23h

Microsoft Dropped Some AI Data Center Leases, TD Cowen Says

Microsoft Corp. 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.

Microsoft cancels leases for AI data centers, analyst says

The move 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.

12hon MSN

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

Microsoft gives Azure AI users a place to experiment with latest technologies

Azure AI Foundry Labs will enable developers to experiment with new models and explore the latest frameworks, the company ...

3d

Microsoft's big moves with generative AI and the three risks investors need to know

What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...

12h

Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

3don MSN

Microsoft CEO says AI will change 'knowledge work' — but that doesn't mean it's going away

Microsoft CEO Satya Nadella said AI may broaden what's historically been considered "cognitive labor." ...

4d

Microsoft’s new AI agent can control software and robots

Microsoft Research introduced Magma, an integrated AI foundation model that combines visual and language processing to ...

4d

Microsoft’s new AI hub highlights apps that support NPUs

Qualcomm and Intel are independently encouraging developers to write apps for NPUs. Intel provides developer tools, while ...

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