Microsoft has walked away from data center projects in the US and Europe to the tune of 2GW, said TD Cowen analysts. First ...

US analyst TD Cowen publishes research note pointing to further rollbacks on Microsoft’s datacentre expansion plans.

ChatGPT parent OpenAI finalizing $40 billion funding round led by SoftBank Group Corp with Magnetar Capital, Coatue ...

Based on the easing of exclusivity by the two companies, analysts say these moves aren’t surprising, but they do have broader ...

Microsoft (NASDAQ:MSFT) has sparked fresh concerns in the AI sector after analysts at TD Cowen revealed the tech giant has ...

Stargate, the $500 billion data-centre project led by OpenAI and SoftBank Group , is named after science fiction. That’s apt ...

Microsoft Corp. and BlackRock Inc. announced Wednesday that Elon Musk’s xAI will join their US$30 billion initiative to ...

OpenAI, Softbank (SFTBY), and Oracle (ORCL) backed joint venture, Stargate Project, is set to host 400,000 of Nvidia’s (NVDA) ...

Microsoft and Oracle first rolled out their agreement to offer shared custody of customer workloads in the cloud in 2022 – ...

Elon Musk 's AI company, xAI, has teamed up with tech giants Microsoft and BlackRock to establish a $30 billion artificial ...

An Nvidia-backed startup building a massive data center for OpenAI has gained access to one of the largest new power sources ...

There are more jitters in the AI sector Wednesday after analysts at TD Cowen highlighted that their channel checks show Microsoft is canceling data center leases in the U.S. and Europe, following up ...