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 ...
What's holding back the AI revolution? Even the largest tech companies are struggling with three distinct challenges in the ...
We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...
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Microsoft CEO Satya Nadella said AI may broaden what's historically been considered "cognitive labor." ...
Microsoft Research introduced Magma, an integrated AI foundation model that combines visual and language processing to ...
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Microsoft has started testing a free version of Office for Windows that includes ads. Right now, you have to pay for a ...
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