Published on: 2025-07-15 14:27:33
(Bloomberg) -- 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. Most Read from Bloomberg OpenAI’s biggest backer has voided leases in the US totaling “a couple of hundred megawatts” of capacity — the equivalent of roughly two data centers — canceling agreements with at least a couple of private operators, the US brokerage wrote Friday, citin
Keywords: cowen data leases microsoft td
Find related items on AmazonPublished on: 2025-07-15 16:50:22
TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI. TD Cowen published its quick take on February 21 and said its research into Microsoft’s data center business had turned up something interesting. “Ou
Keywords: ai cowen data microsoft td
Find related items on AmazonGo K’awiil is a project by nerdhub.co that curates technology news from a variety of trusted sources. We built this site because, although news aggregation is incredibly useful, many platforms are cluttered with intrusive ads and heavy JavaScript that can make mobile browsing a hassle. By hand-selecting our favorite tech news outlets, we’ve created a cleaner, more mobile-friendly experience.
Your privacy is important to us. Go K’awiil does not use analytics tools such as Facebook Pixel or Google Analytics. The only tracking occurs through affiliate links to amazon.com, which are tagged with our Amazon affiliate code, helping us earn a small commission.
We are not currently offering ad space. However, if you’re interested in advertising with us, please get in touch at [email protected] and we’ll be happy to review your submission.