Intel announced on Monday the launch of its midrange Xeon 6700P and 6500P server CPUs and said its Xeon 6 processors can ...

An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...

Microsoft is canceling data center leases in a sign of a possible oversupply as OpenAI looks elsewhere for its infrastructure ...

Zoom Communications forecast revenue for the full year and the first quarter below Wall Street estimates on Monday, in a sign ...

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

Nvidia is expected to post an EPS of $0.85 on revenue of just over $38 billion. While future GPU demand isn’t a concern for now, there are question marks over the company’s ability to deliver ...

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

As Meta builds record-size data centers and Microsoft recalibrates its expansion plans, Apple's latest investment reveals ...

Microsoft's cancellation of a handful of U.S.-based AI datacenter leases last week has some analysts concerned about the ...