Microsoft shelves AI data-center deals in sign of potential oversupply, analyst says

Indian Express

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Why claims of Microsoft cancelling AI data centre leases are raising eyebrows

Microsoft is one of the largest operators of data centres in the world, and has spent billions of dollars to secure AI computing capacity in the past.

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Satya Nadella, CEO of Microsoft, says that humanity has not yet managed to transform the enthusiasm for artificial intelligence (A.I.) and the huge expenses for its development into what really matters: significant growth in…

Benzinga

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Meta Gears Up For AI Dominance With $200 Billion Data Center Project: Report - Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META)

Meta Platforms, Inc. (NASDAQ:META) is reportedly in talks to build a massive AI data center campus that could exceed $200 billion in costs. What Happened: This development was reported on Tuesday by The Information, citing people familiar with the matter.  The $200 billion data center project signals Meta's aggressive push into AI at a time when investors are scrutinizing AI infrastructure spending, particularly after China's DeepSeek introduced…

Business Insider

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Microsoft brings data center hype back to earth but the boom lives on

A Microsoft data center.MicrosoftA TD Cowen analyst said that Microsoft had canceled plans for new data center developments.The news suggested that the staggering forecasts for data center growth could be overblown.Experts say the industry's growth will still be enormous but is now undergoing a reality check.Microsoft recently appeared to scale back its data center development pipeline, which would be an extraordinary step back after a period of…

New York Post

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Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

Microsoft has axed some of its leases on data centers as DeepSeek’s rapid rise casts doubt over massive US spending on artificial intelligence, according to a report.

Gizmodo

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Analysts Notice Microsoft Quietly Cancelling Data Center Leases

After promising to spend $80 billion on AI infrastructures, the tech giant appears to be pulling back.