By By John Kim
Publication Date: 2026-11-09 02:05:00
A delay at an Iren data center in Texas left Microsoft’s third-quarter capital spending about $5 billion below its previous plan, showing how construction and delivery constraints can slow AI infrastructure spending. At the same time, Super Micro Computer’s higher revenue outlook points to strong server sales, while the capacity to use those systems depends on infrastructure being delivered.
The delayed facility is an Iren data center in Childress, Texas. Microsoft had planned to spend $9.7 billion over five years leasing Nvidia GPU-equipped servers from Iren. The delay pushed some of that planned spending out of the quarter, leaving Microsoft about $5 billion below its earlier capital spending plan.
Microsoft’s data center needs also extend beyond that site. In October, the company withdrew from a planned arrangement to rent capacity at a UK data center project with Nscale after delays involving grid access. Microsoft is also renting computing capacity from several cloud…
