Microsoft Cancels Some AI Data Center Leases

Meta in talks for $200 billion AI data center project, The Information reports
Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with potential costs exceeding $200 billion, The Information reported on Tuesday, citing people familiar with the matter.
Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is already dropping some of its current data center leases.
Microsoft cancels some of its AI data center leases
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the long term.
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to grow strongly."
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the industry.
Microsoft in Wisconsin; data center plans
Microsoft is canceling some data center leases. But what, if anything, does that mean for the technology giant's billions planned for Racine County?
Microsoft brings data center hype back to earth but the boom lives on
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market still has huge potential.
DeepSeek effect? Microsoft’s data center pullback sparks questions about AI cost
Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly begun canceling leases for a substantial amount of data center capacity in the US,
The AI Data-Center Boom Is a Job-Creation Bust
Tech and political leaders tout them as an employment bonanza, but data centers need very few workers in very large spaces.
GE Vernova Stock Jumps on AI Data-Center Deal. Electricity Demand Promises Growth.
GE Vernova stock jumped Wednesday after the power technology company announced it was joining forces with another energy ...
10 Most Oversold Data Center Stocks to Buy According to Analysts
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few ...
Data Center Demand Is Exploding Thanks to AI: 1 Stock and 2 ETFs to Profit From It
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
Nvidia’s Data Center Revenue Nearly Doubles in Fourth Quarter
Start-ups and corporations are still clamoring for Nvidia’s AI data center chips. The chip maker reported data center revenue ...
Electrical Construction & Maintenance16h
Reimagining Data Center Power Systems in the AI Era
Forrest Secosky is the commercial marketing manager for Data Centers at Eaton in Raleigh, North Carolina. Prior to this role, ...
Meta to build $200B AI data center. Clayco CEO weighs in.
According to a report from The Information, Meta Platforms (META) is in talks to build a new $200 billion data center.
Nvidia Remains at the Center of the AI Gold Rush
Nvidia has a wide economic moat, thanks to its market leadership in graphics processing units, or GPUs, hardware and software tools needed to enable the exponentially growing market around artificial ...