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 still plans to spend at least $80 billion on AI infrastructure in its current fiscal year. But a spending shift may ...
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 ...
A research note written by TD Cowen analysts say Microsoft has cancelled leases in the U.S. with at least two private data-center operators totalling 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 ...
Alibaba Group Holding Ltd. pledged to invest more than 380 billion yuan ($53 billion) on AI infrastructure such as data ...
OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The ...