VentureBeat

Microsoft infuses enterprise agents with deep reasoning, unveils data Analyst agent that outsmarts competitors

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Is Microsoft hesitating on AI? Days after CEO said it would be upping capacity, analyst claims tech giant has actually cancelled data center leases

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

Microsoft data center leases slowing, analysts say, raising investor attention

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 ...
Business Insider

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

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Benzinga.com

Microsoft Data Center Lease Cancellation Spurred AI Spending Cut Fears 'More Smoke Than Fire,' Says Top Analyst — Redmond Reaffirms $80 Billion Investment Plan

Microsoft Corporation (NASDAQ: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 ...
Reuters

Microsoft pulls back from more data center leases in US and Europe, analysts say

March 26 (Reuters) - Microsoft (MSFT.O), opens new tab has abandoned data center projects set to use 2 gigawatts of electricity in the U.S. and Europe in the last six months due to an oversupply ...