Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
Wisconsin is one of 16 states being considered for part of a $500 billion investment in artificial intelligence infrastructure, OpenAI, one of the project’s backers, said Thursday.
The president joined leaders from OpenAI, Oracle and SoftBank to launch the ambitious project, but questions remain about its ...
It could be one of the biggest private computing infrastructure projects in history — or a disaster.
OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The Information reported on Friday. By ...
SoftBank-backed Stargate project marks OpenAI’s transition from Microsoft, yet rising costs push data center spending higher.
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