Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft (MSFT.O), opens new tab in leasing data center capacity grabbed the market's attention on Monday, lending credence to skepticism among investors worried that the AI-led stock-market boom might be running out of steam.
Tech and political leaders tout them as an employment bonanza, but data centers need very few workers in very large spaces.
Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with ...
Artificial intelligence (AI) has emerged as one of the most transformative forces in modern technology, with generative AI ...
GE Vernova stock jumped Wednesday after the power technology company announced it was joining forces with another energy ...
It also stands to benefit from ChatGPT-like AI models on the cloud. It has shipped $2.9 billion worth of AI servers and built ...
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Apollo Global Management is in talks to lead a roughly $35 billion financing package for Meta Platforms to help develop data ...
It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...
A key reason Apple chose Texas for its AI data centers is the state's energy infrastructure. Data centers consume massive ...
As the data center squeeze gets tighter in New York City, businesses are finding themselves at a crossroads: relocate, ...
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