彭博新聞報導，微軟加強監督新雲端資料中心專案

路透11月5日電——彭博新聞（Bloomberg News）週四引述知情人士報導，微軟（Microsoft）已加強對新雲端供應商 Nebius、IREN 和 Nscale 部分資料中心專案的監督。Nov 5 (Reuters) - Microsoft has tightened oversight of some data center projects from neocloud providers Nebius, IREN and Nscale, Bloomberg News reported on Thursday, citing people familiar with the matter.

新雲端公司股價收低，Nebius 和 IREN 分別下跌約14%和17%，CoreWeave 收盤下跌約10%。Shares of neocloud firms ended lower, with Nebius and IREN down about 14% and 17%, respectively, and CoreWeave closing down about 10%.

以下是更多細節：Here are more details:

• 彭博報導稱，這家 Windows 開發商正退出其認為有風險的專案，並在內部討論是否簽署新的新雲端交易• The Windows maker is stepping away from projects it deems risky and is debating internally whether to sign new neocloud deals, the Bloomberg report said

• 報導並稱，微軟專注於擴建自有資料中心，而非增加新雲端交易，不過並未完全排除這類交易• Microsoft is focused on expanding its own data centers rather than adding neocloud deals, though it has not fully ruled them out, the report added

• IREN 在財報中表示，在接獲要求修改網路設計後，該公司正延後部分微軟 AI 基礎設施的交付日期• IREN said in its earnings report it was pushing back delivery dates for some Microsoft AI infrastructure after requests for changes to the network design

• 不過，IREN 並稱，對於因這些變更造成的延誤，該公司不會面臨財務罰則• However, IREN would not face financial penalties for delays stemming from those changes, it added

• Nebius 和 Nscale 未回應路透社的採訪請求• Nebius and Nscale did not respond to Reuters' requests for comment

• 微軟發言人告訴路透社：「我們的基礎設施策略建立在彈性與選擇性之上，結合微軟自有資料中心、租賃設施，以及與第三方供應商的策略合作，以協助我們可靠且高效率地讓產能上線。」• "Our approach to infrastructure is built on flexibility and optionality, combining Microsoft-owned data centers, leased facilities and strategic partnerships with third-party providers to help us bring capacity online reliably and efficiently," a Microsoft spokesperson told Reuters

• 吉娜・伊諾霍薩（Gina Hinojosa）贏得德州州長選舉後，投資人和資料中心開發商在德州面臨升高的不確定性；這位候任州長曾表示，在州議會議員通過該產業相關規範前，她將禁止新的專案• Investors and data center developers face rising uncertainty in Texas after Gina Hinojosa won the governor's race, with the governor-elect having said she would ban new projects until state lawmakers pass rules for the industry

• 微軟將不會行使選擇權，把其與 Nscale 現有協議的規模擴大逾一倍，以在德州一座資料中心租用更多運算能力• Microsoft will not exercise the option to more than double the size of its existing agreement with Nscale to rent more computing power at a Texas data center

• 幾週前，微軟已退出一項交易；該交易原本將由微軟作為 Nscale 位於艾塞克斯郡勞頓的旗艦資料中心的基石客戶，但電力連接延誤使供應時程推遲到2030年代• Microsoft pulled out weeks ago of a deal to anchor Nscale's flagship data center in Loughton, Essex, after power connection delays pushed supply into the 2030s

（班加羅爾 Anzar Mehraj 報導；Perla Velasco 編輯）(Reporting by Anzar Mehraj in Bengaluru; Editing by Perla Velasco)