The data center construction boom is fueled by tax breaks and electricity access. This map shows where Big Tech is spending ...

For the whole year, Nadella revealed that Azure alone surpassed $75 billion, up 34 percent across all workloads, out of a ...

The concerns about whether air was coming out of a data center bubble were raised by a TD Cowen analyst, Michael Elias, in a report dated February 21. Elias wrote that Microsoft, one of the largest ...

Microsoft (MSFT) shares fell slightly on Monday following an analyst report that the company canceled some U.S. data center leases, potentially signaling an oversupply of AI infrastructure.

(Reuters) -An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried ...

Microsoft has said the spending is crucial to overcoming supply constraints that have hampered its ability to meet soaring AI ...

The leaked document reportedly shows that Microsoft has obtained more than 500MW of additional data center space since July 2023. This means the company now has more than 5GW of IT capacity available, ...

"I can't think of the big five that haven't done this every 12 or 18 months," said one data center development executive, referring to the industry's largest users: Amazon, Meta, Google, Microsoft ...