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SemiAnalysis says IREN's data center delays may have cut Microsoft's Q3 capex

AIThe Information reports that Microsoft's Q3 capex was $5 billion lower than planned, partly due to delays at IREN. SemiAnalysis says it would not be surprised by this, citing neocloud customers who raise IREN for power outages, network upgrades, storage failures, and air quality problems causing link flaps.
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BREAKING NEWS🚨: According to @theinformation, Microsoft's $5B less in capex in Q3 than it had planned was in part due to delays by $IREN.

We would not be surprised by this, considering that IREN continues to come up in our conversations with neocloud customers, usually for the wrong reasons. Multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere. The #1 worst site in the industry, according to users.

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Original title: BREAKING NEWS🚨: According to @theinformation, Microsoft's $5B less in capex in Q3 than it had planned was in part due to delays by $IREN.

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