Microsoft (NASDAQ:MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a report issued by investment firm TD Cowen that it may be canceling ...

The TD Cowen analysts, Michael Elias, Cooper Belanger and Gregory Williams, said their “channel checks” of the supply chain also found Microsoft has slowed down on converting negotiated ...

Microsoft Corp. has walked away from new data center projects in the US and Europe that would have amounted to a capacity of about 2 gigawatts of electricity, according to TD Cowen analysts, who ...

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 ...

Despite Microsoft (MSFT) stating last month that it would spend $80B on data centers this year, TD Cowen said the Satya Nadella-led company may be canceling some leases. Read for more.

TD Cowen analysts Michael Elias, Cooper Belanger, and Gregory Williams wrote in the latest research note: “We continue to believe the lease cancellations and deferrals of capacity points to data ...

Fintel reports that on April 18, 2023, TD Cowen maintained coverage of Microsoft (NASDAQ:MSFT) with a Outperform recommendation. Analyst Price Forecast Suggests 2.63% Upside ...

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 ...

Microsoft (MSFT) said its $80B in planned spending on data center infrastructure is "on track" this year, in response to a report issued by TD Cowen. Read for more.