微软据报因数据中心延期削减约50亿美元资本支出，超微电脑上调预期
报道称，第三方数据中心及电网接入延期令微软第三季度资本支出较计划减少约50亿美元。超微电脑上调营收预期，但订单增长与算力实际投用仍可能存在时差。
Loading…
bibibi.ccbibibi.ccLoading…
Connect scattered updates into a story you can understand.
报道称，第三方数据中心及电网接入延期令微软第三季度资本支出较计划减少约50亿美元。超微电脑上调营收预期，但订单增长与算力实际投用仍可能存在时差。
Microsoft reportedly did not renew some of its AI computing power lease agreements with Oracle in recent months and has gradually shut down the related resources, because the server chips are from an older generation and no longer meet its technical specifications. Oracle said the older generation of GPU remains in demand.
微软加强对IREN等部分数据中心项目审查；IREN公布季度营收2.28亿美元，AI云收入环比增182%，逾40亿美元ARR目标推迟至2027年1至2月底。
Telegram频道发布标题，称民主党对AI的限制开始显现，微软放弃扩容权，IPO公司重新估值；未提供正文细节。
据报道，微软正在加强对Nebius、IREN和Nscale部分数据中心项目的监管，并可能放弃风险项目。IREN得州项目完工时间或推迟数周或数月，IREN与Nebius股价周四均跌约20%。
该链接标题称，微软创历史新高，Neocloud大跌，并将数据中心行业形容为“牌照生意”。
According to a SEC filing, Microsoft completed 10 tranches of USD note pricing, with a total size of 25000000000 USD, with coupon rates of 4.85%to 6.35%, and settlement scheduled for November 4.
Microsoft plans to issue 10 tranches of bonds with maturities from 2 years to 40 years, raising at least 25000000000 USD for general corporate purposes and capital expenditures.
Goldman Sachs released its analysis of Microsoft, stating that Azure growth 48%, cloud gross margin recovery, and discussing whether AI investment returns have reached a turning point.
Microsoft’s earnings exceeded expectations, revenue growth accelerated, and orders remained at elevated levels while maintaining positive cash flow.
Reports say that Russia has added Apple and Microsoft to the relevant register, requiring the two companies to store user data for 3 years and provide it when requested by security authorities. Refusal to cooperate could result in fines and blocking in Russia.
Raymond James Financial said it would raise Microsoft's (MSFT.O) price target from 540 USD to 630 USD。