# IREN identified as a third party behind Microsoft's data center delays

> Original title: data center delay news

- Source: Amir Efrati
- Published: 2026-11-04T22:34:12.000Z
- Bad Influence: https://badinfluence.news/items/hggyhl91scaofesa3wbsger7g
- Original: https://x.com/amir/status/2118109583919190072

## Summary

Amir 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.

## Post

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

![](https://badinfluence.news/api/img-proxy?u=https%3A%2F%2Fpbs.twimg.com%2Fmedia%2FHWUJXZibgAEr7la.jpg&mode=thumb&exp=1794096000&sig=7588f80c35776ff5)