Microsoft cancels some of its AI data center leases
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
Network World11h
Microsoft cancels data center lease plans, raising questions
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
DeepSeek effect? Microsoft’s data center pullback sparks questions about AI cost
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.
Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
China 'sinks' 400 servers equivalent to 30,000 gaming PCs as it powers ahead with massive underwater data center project - but I wonder what GPU they use
China’s underwater AI push sees 400 servers deployed beneath the sea, with plans for 40,000 more in years ahead.
Canary Media9h
Utilities are flying blind on data center demand. That’s a big problem.
How can utilities plan grid and power plant investments for the AI and data center boom when forecasts are so speculative?