Browsing: TD Cowen

TD Cowen analysts report that Microsoft is scaling back on data center capacity, potentially due to concerns about oversupply in the AI sector.

Microsoft has reportedly scrapped data center leases in the U.S., raising questions about a possible oversupply as the tech giant invests heavily in artificial intelligence infrastructure.

Microsoft has cancelled some data center leases in the U.S., sparking questions regarding whether it’s securing more AI computing capacity than needed.

Microsoft is reportedly slowing down its international expansion of data centers, redirecting investments back to the United States.