data center delay news
turns out one of the "third parties" whose delays prompted Microsoft to spend $5b ~less~ on capex in Q3 than it planned to spend was.. $IREN, per @aaronpholmes
IREN identified as a third party behind Microsoft's data center delays
AIAmir Efrati reports, citing Aaron Holmes, that IREN was one of the third parties whose data center delays led Microsoft to spend $5 billion less on capital expenditure than planned in the third quarter.