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Microsoft 因 Texas 数据中心延误削减约 50 亿美元资本支出

Why we picked it

Microsoft 这季度少花了 50 亿美元建数据中心,原因是供应商 Iren 在 Texas 的项目拖了后腿,GPU 没到位。

The Information 报道,Microsoft 本季度削减了约 50 亿美元的既定资本支出。原因是云服务商 Iren 在 Texas 的数据中心项目落后于计划,导致 Microsoft 无法按时获得 GPU 资源。Microsoft 官方披露只提到第三方延迟交付,未点名具体供应商。

Original · The Information

Microsoft delayed about $5 billion in planned capital spending after cloud provider Iren fell behind on a Texas data center project.

“Microsoft basically gave this disclosure that they had to cut down on their planned CapEx for the quarter by about 5 billion. And they didn't say who exactly. But they said, you know, a third party was delayed getting them access to GPUs.” — @aaronpholmes, The Information

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