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.
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Musk’s bid for OpenAI - I doubt the business rationale for the bid. However, the bid itself could signal an issue with the ...
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Throughout its war in Gaza, the Israeli military has been relying on artificial intelligence to aid its targeting decisions for airstrikes. That’s meant a large volume of strikes, made more quickly. A ...
Secure and govern your DeepSeek R1 workloads and the use of the DeepSeek consumer app with Microsoft Security. Learn more.
Microsoft shifts from R&D to CAPEX, focusing on AI advancements like ChatGPT. Explore MSFT' stock's strategy to lead in LLMs ...
In a new essay on his personal blog, Sam Altman admits that AI's benefits may not be widely distributed — at least not at ...
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Reflecting on past tech shifts, the rise of AI, and how businesses must adapt to stay ahead, among other things, Microsoft ...
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