Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

Microsoft is scaling back datacentre investments amid concerns about AI’s growth trajectory and potential oversupply, ...

Nasdaq slides as AI concerns, Bitcoin losses, and lower Treasury yields drive risk-off sentiment. Market outlook remains ...

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

U.S. stock index futures steadied Monday evening after Wall Street saw losses, driven by a tech sell-off ahead of Nvidias ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...