TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
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 ...
Microsoft still plans to spend at least $80 billion on AI infrastructure in its current fiscal year. But a spending shift may ...
Microsoft has reportedly started cancelled leases for a significant data centre capacity in the US, raising concerns about ...
Microsoft has canceled several US data center leases due to concerns about over-investing in AI infrastructure. They have ...
Alibaba to invest over $52 billion in AI, cloud infrastructure over next three years. Prosus to acquire Just Eat Takeaway for ...
OpenAI co-founder Ilya Sutskever is raising more than $1 billion for his start-up at a valuation of over $30 billion, according to a person familiar with the matter — vaulting the nascent venture into ...
A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private data-center operators totaling a couple hundreds of megawatts and also is not ...
Amazon Ads Improves Transparency and Reporting; YouTube to Introduce Another Paid-Tier; OpenAI Surpasses 400 Million Weekly ...