Microsoft walks away from AI deal as $170 billion question grows
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Microsoft walks away from AI deal as $170 billion question grows Faizan Farooque Thu, November 5, 2026 at 6:53 AM EST 1 min read MSFT +0.49% NVDA -0.84% This article first appeared on GuruFocus . Microsoft Corp. ( MSFT , Financials ) apparently passed on a chance to lease more artificial-intelligence computer power from Nvidia-backed Nscale, raising doubts about how quickly it's expanding its data centers.The ruling concerns a proposed 500 megawatt expansion at Nscale's Ward County, Texas, project.Microsoft has already committed to lease roughly 240 megawatts from the facility. The corporation opted out of the optional expansion, the article said, not that it scrapped its current commitment.Microsoft recently exited a rival 50-megawatt Nscale project in Essex, England, when delays pushed its projected power connection into the 2030s.Delays in infrastructure have held down expenditure throughout Microsoft's larger network of partners.The business said it had $45.2 billion of capital expenditures and financing leases in its September quarter, below forecasts of about $50 billion.Microsoft blamed part of the deficit on delayed capacity delivery and cut its investment projection for 2026 to $170 billion from $175 billion.Concerns about the availability of power, equipment and finished data-centre buildings have been amplified by potential delays at projects including Nebius and IREN.The developments don't mean Microsoft is diminishing its overall commitment to AI.The next trigger is Nscale finding replacement clients and Microsoft giving an updated timeline for putting more computer power online.
AI 시장 분석
Microsoft has withdrawn from leasing an additional 500-megawatt AI data center from Nvidia-backed Nscale. Due to power and infrastructure delays, it lowered its 2026 capital expenditure outlook from $175 billion to $170 billion. This raises short-term concerns about AI infrastructure expansion, impacting the related supply chain.
하락 영향
- Semiconductors — Microsoft lowered its 2026 capital expenditure outlook to $170 billion and experienced data center expansion delays, raising concerns over a slowdown in AI chip demand and expecting negative impacts.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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