Browsing: TD Cowen

Microsoft has reportedly reduced its data center expansion plans in the U.S. and Europe, citing oversupply and changing priorities in its AI infrastructure strategy.

TD Cowen analysts report Microsoft has abandoned data center projects in the US and Europe, citing oversupply and shifts in AI strategy.

Microsoft has halted data center projects in the U.S. and Europe, citing oversupply and shifting demand forecasts, according to TD Cowen analysts.

Microsoft has reduced its data center lease commitments in the U.S. and Europe due to oversupply, according to recent reports.

Microsoft is scaling back its data center expansion plans in the US and Europe due to an oversupply of AI-powering computer clusters, according to TD Cowen analysts.

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.