TechThe Information1h ago
Exclusive: Microsoft Lowered Data Center Spending Following Delays
Exclusive: Microsoft Lowered Data Center Spending Following Delays By Cloud Firm Iren
TL;DRMicrosoft cut data center spending by $5B due to delayed capacity from an unnamed cloud vendor.
Why it matters: Signals supply chain vulnerabilities in AI infrastructure buildout and potential missed revenue targets for hyperscalers.
Microsoft said last week that it spent about $5 billion less on capital expenditures in the third quarter than it had previously projected because data center capacity it was planning to rent wasn’t ready on time. Microsoft didn’t name the “third party” behind those delays, but…
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