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neoclouds

1 article

Microsoft Cuts AI Capex $5B as GPU Delays Show Infrastructure Bottleneck
Technology2h ago
Microsoft Cuts AI Capex $5B as GPU Delays Show Infrastructure Bottleneck
Microsoft lowered full-year capex to $170 billion citing third-party GPU delays, while Alphabet held guidance; neocloud providers tumbled on concerns about hyperscaler spending slowdown.