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 one of them is...
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Microsoft Cuts Data Center Spending Due to Delays by Cloud Firm Iren
Microsoft reported spending about $5 billion less on capital expenditures in Q3 than projected because data center capacity it planned to rent was not ready on time. The company did not name the third party, but one of them is cloud firm Iren. This highlights supply chain and infrastructure challenges in AI data center expansion.
Provides concrete insight into AI infrastructure bottlenecks affecting major cloud providers, valuable for industry watchers.
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