Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

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

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

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

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

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

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...