Microsoft brings data center hype

Microsoft brings data center hype back to earth but the boom lives on
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market still has huge potential.
Microsoft data center leases slowing, analysts say, raising investor attention
Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .
Analysts Notice Microsoft Quietly Cancelling Data Center Leases
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.
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to grow strongly."
Microsoft Cancels Some AI Data Center Leases Reportedly, Despite $80B Pledge
Despite a pledge made in January to spend $80 billion on AI data centers in FY 2025, a new report indicates Microsoft is already dropping some of its current data center leases.
Microsoft in Wisconsin; data center plans
Microsoft is canceling some data center leases. But what, if anything, does that mean for the technology giant's billions planned for Racine County?
Meta in talks to raise $35 billion for data center financing led by Apollo, Bloomberg News reports
Apollo Global Management is in talks to lead a roughly $35 billion financing package for Meta Platforms to help develop data ...
Feeling New York’s Data Center Space Squeeze? Your Business Is Not Alone
As the data center squeeze gets tighter in New York City, businesses are finding themselves at a crossroads: relocate, ...
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Data Center 50: The Hottest Data Center Companies Of 2025
Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...
Meta in talks for $200 billion AI data center project, The Information reports
Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with ...
Data center campus progressing rapidly; EV battery plant ready to go vertical
Amazon Web Services aims to have 18 data centers completed or underway on both sides of Indiana 2 near Larrison Boulevard or ...
Big Tech data center buildouts have led to $5.4 billion in public health costs
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
Meta in Talks to Raise $35 Billion for Data-Center Financing Led by Apollo
Apollo Global Management Inc. is in talks to lead a roughly $35 billion financing package for Meta Platforms Inc. to help ...
Lonestar and Phison’s data center infrastructure is headed to the moon
The companies are sending the infrastructure needed to build out a data center with the goal of growing its capacity to a ...