Microsoft data center leases slowing, analysts say, raising investor attention
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .
Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
We believe there is minimal cause for concern with MSFT stock, which makes it attractive but highly sensitive to adverse ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft is canceling leases for data centers in the US, indicating AI overcapacity. This move follows rivals and reaffirms ...
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