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.

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.

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center leases.

Microsoft is calling on the Trump administration to loosen Biden-era restrictions on artificial intelligence (AI) chip exports that it argues could undermine U.S. leadership on the

In an open letter posted Thursday, Microsoft is pushing for the Trump administration to relax export restrictions placed on AI chips by President Biden during his last days in office.