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Microsoft tightens scrutiny of neocloud data centre projects, including IREN

NewsFeeds update

Microsoft is tightening oversight of data centre projects at neoclouds including Nebius, IREN and Nscale, Bloomberg reported, with an IREN Texas project facing a revised timetable. IREN and Nebius shares fell about 20% on Thursday.

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Read the original on PANews

The story so far: Microsoft quarterly results and guidance

Microsoft guided second-quarter revenue of $96bn-$97.1bn and Azure growth of 49%, with calendar-year capex around $170bn, then reported 19% revenue growth to $92.3bn in fiscal Q1 2027, Azure up 48%. Its CFO cited third-party capacity delivery delays; Aterio satellite imagery now suggests possible delays at IREN…

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  1. Microsoft guides to $96bn-$97.1bn second-quarter revenue and about $170bn calendar-year capex

  2. Microsoft forecasts Azure growth of up to 50% as third-party delays hit capex

  3. Aterio says satellite imagery points to possible delays at IREN and Nebius AI data centres

  4. Microsoft tightens scrutiny of neocloud data centre projects, including IREN

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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Updates are joined into one story by AI; our editors can change a story’s name or take an update out. Not investment advice.