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Analysts says Microsoft has cancelled leases with at least two data center operators It could be reassessing AI ...

Microsoft Corporation MSFT has pushed back against concerns about its AI infrastructure spending after a report said the company canceled data center leases, leading to investor panic and a market ...

Microsoft's stock slipped Monday after an analyst note said it was canceling some data center leases. The TD Cowen analysts said that may indicate Microsoft is in a "potential oversupply position." ...

A TD Cowen analyst said that Microsoft had canceled plans for new data center developments. The news suggested that the staggering forecasts for data center growth could be overblown. Experts say the ...

Feb 24 (Reuters) - An analyst note flagging a possible slowdown by Microsoft (MSFT.O), opens new tab in leasing data center capacity grabbed the market's attention on Monday, lending credence to ...

Microsoft is introducing a “deep research” AI-powered tool in Microsoft 365 Copilot, its AI chatbot app. There’s been a raft of deep research agents launched recently across chatbots, including OpenAI ...