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.
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The ...
OpenAI has indicated that its next LLM updates are coming soon and partners, including Microsoft are preparing to maintain ...
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
GPT-4.5 could arrive as soon as next week, as Microsoft gets ready to host OpenAI’s latest models.
Tech giant Microsoft (MSFT) is prepping to host OpenAI’s GPT-4.5 and GPT-5 AI (artificial intelligence) models on its Azure ...
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
Despite rapid advancements in artificial intelligence, OpenAI researchers find that even the best AI is “unable to solve the majority” of complex coding tasks. CEO Sam Altman, however, remains ...
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