The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
Since the pandemic, lots of companies have adopted software to analyze keystrokes or detect how much time workers are ...
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.
The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...
The generative artificial intelligence search startup Perplexity AI Inc., which rivals both Google LLC and OpenAI, says it’s ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...
Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...
As Meta builds record-size data centers and Microsoft recalibrates its expansion plans, Apple's latest investment reveals ...
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...