Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is ...

Microsoft sees continued strong demand for AI services, particularly within its Azure cloud platform, as the company refines its data center expansion strategy, TD Cowen said following investor ...

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

Space Leasing International (SLI), a company that leases space infrastructure to customers, announced this week that it has ...

Revenue in Microsoft's 'Intelligent Cloud' segment was $25.5 billion for the quarter, an increase of 19 percent year-over-year (YoY). Within that, server products and cloud services revenue increased ...

It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...

with strong demand for Azure, Microsoft Fabric, and Power BI. Data center capacity constraints may hinder short-term cloud growth, but long-term fundamentals and AI demand support continued expansion.

Microsoft (NASDAQ:MSFT) investors have been on edge lately, wondering whether the company’s AI growth could take a hit amid concerns about ...

Microsoft Corp. has cancelled some leases for United States data centre capacity, according to Toronto Dominion Cowen, (TD Cowen) raising broader concerns over whether it’s securing more artificial ...