TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...
Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...
Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.
A research note written by TD Cowen analysts says Microsoft has cancelled leases in the U.S. with at least two private ...
Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
The Tennessee Valley Authority is developing a separate electricity rate class for data centers, which use huge amounts of ...