金吾财讯 | 据外媒报道,微软(MSFT)正在重新审视其在“新云”领域的战略押注。受数据中心项目延误、监管阻力以及高企成本影响,微软收紧对第三方算力合作伙伴的管控,对进一步扩大相关合作表现出明显犹豫。微软正加强对Nebius(NBIS)、IREN(IREN)以及Nscale部分数据中心项目的监督,退出部分高风险项目,同时内部就是否继续签署新的“新云”交易展开讨论。
金吾财讯 | 据外媒报道,微软(MSFT)正在重新审视其在“新云”领域的战略押注。受数据中心项目延误、监管阻力以及高企成本影响,微软收紧对第三方算力合作伙伴的管控,对进一步扩大相关合作表现出明显犹豫。微软正加强对Nebius(NBIS)、IREN(IREN)以及Nscale部分数据中心项目的监督,退出部分高风险项目,同时内部就是否继续签署新的“新云”交易展开讨论。
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