Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
(Reuters) - 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.
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Azure AI Foundry Labs will enable developers to experiment with new models and explore the latest frameworks, the company ...
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
Two of the biggest themes fueling stock market action today are the areas of artificial intelligence (AI) and quantum ...
Google is giving away access to an automated tool for writing computer code, as it tries to catch up to Microsoft in a growing business for artificial-intelligence providers. The company is adding a ...
We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...
Google is introducing a new, free version of its Code Assist AI programming assistant to aggressively compete with GitHub ...
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