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

Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

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

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen ...

(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...

Google is reportedly developing a similar "AI Mode" for its Search platform, which is expected to launch in the near future ...

Microsoft is reportedly beginning a test for an "AI Search" mode in Bing, which leverages its Copilot AI software. AI Search ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

Microsoft is testing a new feature on Bing called "AI Search," which replaces blue links with AI-summarized answers.

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...

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

As Meta builds record-size data centers and Microsoft recalibrates its expansion plans, Apple's latest investment reveals ...