Microsoft, Data Center

Microsoft Has 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 drops some AI data centre leases
Microsoft Corp. has cancelled some leases for United States data centre capacity, according to Toronto Dominion Cowen, (TD Cowen) raising broader concerns over whether it’s securing more artificial intelligence (AI) computing capacity than it needs in the long term.
Microsoft shelves AI data-centre deals in sign of potential oversupply, analyst says
Breakthroughs at Chinese start-up DeepSeek ramped up scepticism of US tech firms' big AI budgets. Read more at straitstimes.com.
Microsoft Rethinks Compute Needs, Cancels AI Data Centre Leases
Microsoft has reportedly started cancelled leases for a significant data centre capacity in the US, raising concerns about the long-term sustainability of AI infrastructure investments, according to Bloomberg,
Microsoft shelves AI data-center deals in sign of potential oversupply, says analyst
Microsoft has also paused converting statement of qualifications, or precursors to formal leases, the analysts said
TD Cowen says Microsoft cancellation of data center leases part of Open AI shift
TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft
The research note that’s raising eyebrows: Microsoft reportedly is cancelling data-center leases.
Is Microsoft starting to have doubts after artificial-intelligence demand? A research note written by TD Cowen analysts say Microsoft has cancelled leases in the U.S. with at least two private data-center operators totalling a couple hundreds of megawatts and also is not converting so-called statements of qualifications into leases.
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,
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