TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the industry.

Microsoft has begun to scale back on data center spending, according to an analysts’ note, but Wall Street was divided on ...

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...

Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

TD Cowen highlighted in a note on Friday that recent channel checks point to the cancellation of hyperscale data center leases at Microsoft ...

Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.

Creative solutions that pair renewable energy with existing gas plants could speed up tech projects without crashing the grid ...

EU Mid-Market Update: DAX rises amid coalition talks; US futures rebound ahead of PCE data and Nvidia earnings and potential GPT-4.5 release this week; Zelenskiy offers personal sacrifice as war hits ...