Microsoft (MSFT) spent roughly USD 5bln less on capex in Q3 than projected because planned data centre rental capacity was not ready, reports The Information citing sources; Iren (IREN) is among the third-party providers behind the delay
Newsquawk Staff ·
Microsoft (MSFT) spent roughly USD 5bln less on capex in Q3 than projected because planned data centre rental capacity was not ready, reports The Information citing sources; Iren (IREN) is among the third-party providers behind the delay.
Sources
- Daily US Equity Opening News - NVDA board considers CEO ouster after fresh affair allegations; Hon Hai Q3 net profit beat; CRWV slides on USD 4bln financing report; CTVA down on guidance cut; PFE & BX agree USD 1.5bln obesity co-funding
- Alphabet's (GOOG) Google gets backing from a European court adviser on a USD 1.7bln antitrust fine
- Citrini's Jukan says that "One thing I’ve been able to confirm is that NVIDIA's (NVDA) Rubin has been delayed again. I’m told motherboard warpage caused the latest delay and that the HBM issue was resolved in October"
- US Senator Warren's office says the Trump administration must keep all documents and communications related to NVIDIA's (NVDA) exports of advanced AI chips to China
- Newsquawk US Market Wrap - Stocks gain as CoreWeave earnings ease AI fears
Related headlines
- Top Democrats target Trump administration's Nvidia (NVDA)-China records, with Senators Warren and Coons asking for documents to be preserved, which is often the initial step before formal congressional investigations, according to WSJ8 hours ago
- US President Trump's administration is aware that NVIDIA's (NVDA) board of directors is preparing to oust Nvidia CEO Jensen Huang, very soon, according to CBS reporter Jennifer Jacobs11 hours ago
- Pfizer (PFE) and Blackstone (BX) Life Sciences have entered into a strategic financing partnership, under which Blackstone will commit up to USD 1.50bln to support Pfizer’s berobenatide obesity programme through 2028, with Pfizer maintaining full operatio13 hours ago
- EUROPEAN OPEN: NVDA falls amid further CEO allegations; Hon Hai Q3 profit tops expectations; SIE GY Q4 revenue beat, confirms SHL GY distribution; RR/ LN announces GBP 1.5bln buyback; MRK GY raises FY26 revenue & EBITDA view; HLAG GY lifts EBITDA guidance2 hours ago
- Newsquawk Daily European Equity Opening News - 12th November 20263 hours ago
- US Secretary of State Rubio and China's Foreign Minister Wang Yi discussed US President Trump's upcoming trip to China11 hours ago
- Newsquawk Daily Asia-Pac Opening News - 12th November 202612 hours ago
- NVIDIA (NVDA) CEO Huang is said to have had a relationship with an NVIDIA executive, according to NYT12 hours ago
- [MARKET ANALYSIS] Asia-Pac stocks are somewhat mixed amid a fallout from NVIDIA CEO's extramarital affairs7 hours ago
- Ukrainian President Zelensky posts that the SpaceX (SPCX) Starshield system speed limits are in effect at 161 kilometers per hour1 hour ago
- CoreWeave (CRWV) is said to eye at USD 4bln from an investment-grade loan sale11 hours ago
- UK's Ofcom has imposed a financial penalty against Meta (META)31 min ago
- Some NVIDIA (NVDA) directors favor CFO Kress as interim CEO, according to Semafor8 hours ago
- Alleged Chinese spy in the NVIDIA (NVDA) scandal Alice Huang is reportedly in China and is living in Beijing with the knowledge of security officials, according to Bloomberg9 hours ago
- NVIDIA (NVDA) weighs naming a temporary CEO before holding a wider search and is working with an outside firm to find a possible new CEO, according to Bloomberg10 hours ago