Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly begun canceling leases for a substantial amount of data center capacity in the US,

Data center REITs Equinix and Digital Realty both anticipate DeepSeek's innovations in AI training efficiency will shift demand toward their portfolios.

Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market still has huge potential.