Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

Goldman Sachs (GS, Financial) continues to favour Microsoft (MSFT, Financial), affirming a "Buy" rating and a $500 price ...

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...

The TD Cowen report led to Microsoft shares falling about 1%, while shares of energy suppliers to these data centers, like ...

U.S. stock index futures steadied Monday evening after Wall Street saw losses, driven by a tech sell-off ahead of Nvidias ...

Market speculation over Microsoft’s data centre strategy may have spooked investors, but the tech giant insists nothing has ...

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...