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

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips. TD Cowen's Michael Elias said his team's finding points to "a potential ...

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

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

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 ...

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

Centuria Industrial REIT's fair value estimate is AUD 3.50 per unit based on a weighted average cost of capital of 7.2%. At our fair value estimate, the REIT has a forward distribution yield of 4.7%.

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 ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...