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Microsoft axes data center leases

Barron's on MSN · 1d

Microsoft Cancels Some Data Center Leases, TD Cowen Says. What It Means for the AI Trade.

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private center operators” in the U.S., amounting to a few hundr

Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge

Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is already dropping some of its current data center leases.

Analysts Notice Microsoft Quietly Cancelling Data Center Leases

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.

2don MSN

Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

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

2d

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 ...

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