Satellite images reveal trouble brewing at Microsoft's AI data center partners

Microsoft chief financial officer Amy Hood. Elaine Thompson/AP Microsoft said third-party data center delays contributed to a shortfall in infrastructure spend. Satellite imagery points to potential setbacks for the massive IREN and Nebius data center projects. Neoclouds are under mounting pressure to deliver on their multibillion-dollar promises. Microsoft spent $5 billion less than expected on AI last quarter, and satellite...