Beyond AI, Alibaba’s domestic e-commerce segment is also showing signs of improvement. The company’s 9.4% growth in customer ...

Microsoft is canceling some data center leases. But what, if anything, does that mean for the technology giant's billions ...

Microsoft's recent decision to cancel several U.S.-based AI datacenter leases has sparked concerns among analysts about the ...

Nvidia’s earnings report on Wednesday will put the finishing touches on one of the most remarkable years from a large company ever.

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

TD Cowen analysts led by Michael Elias broke the news, citing channel checks, to reveal that the company has voided leases in ...

Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.

AI stocks in Europe fell over the last few days after TD Cowen said Microsoft canceled some leases for the buildout of its US ...

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

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...

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

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.