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  27 Jan 2026

  TD Cowen: US banks retreat from Oracle amid doubts the company can fund OpenAI commitments

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  21 Oct 2025

  US data center capacity leasing in Q3 exceeds entirety of 2024

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  10 Jun 2025

  TD Cowen: AWS data center leasing returning, company scores 1GW+ customer

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  09 Jun 2025

  TD Cowen: Oracle seeking 5GW US data center capacity for OpenAI training workloads by end of 2026

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  04 Apr 2025

  Microsoft steps back from data center developments globally - report

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  27 Mar 2025

  Microsoft cancels up to 2GW of data center projects, says TD Cowen

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  24 Feb 2025

  Microsoft cancels 200MW of AI data center leases - report

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  24 Jul 2023

  TD Cowen: Record year expected as US data center leases hit 2.1GW in 90 days due to AI boom