Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI infrastructure spending. TD Cowen’s analyst note revealed that ...

In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against the ... has canceled some leases for US data center capacity. TD Cowen analysts led by ...

and leave our estimates for $88bn/91bn in FY25/26 CapEx unchanged following recent reporting that Microsoft has potentially delayed or canceled some of its AI data center leases.” Overall MSFT ...

It will also allow companies to store data locally, ensuring compliance with regional data regulations while enabling international expansion. Malaysia’s data center market, valued at $4.04 ...