History weighs in on the likelihood of artificial intelligence (AI)-driven data-mining specialist Palantir maintaining its ...

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...

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

There’s not much doubt that Salesforce (CRM) is the undisputed heavyweight champion of customer relationship management (CRM) ...

Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

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

In another note, published Monday, the TD Cowen analysts said they believed Microsoft's actions were "related to a shift in incremental OpenAI workloads to Oracle/Softbank as we have seen a ...

Nvidia suffered the largest one-day drop in market history and tech ... TD Cowen analysts suggested Microsoft’s retreat could be due to OpenAI shifting to Oracle after the two companies agreed ...

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 ...