彭博社周四援引知情人士报道，微软正在收紧对新云服务提供商Nebius、IREN和Nscale部分数据中心项目的监管。
Microsoft tightens oversight of some data center projects from neocloud providers Nebius, IREN and Nscale, Bloomberg News reported on Thursday, citing people familiar with the matter.
受此消息影响，新云公司股价在午后交易中下跌，Nebius (NBIS.O) 和 IREN (IREN.O) 跌幅均超过13%，CoreWeave (CRWV.O) 下跌11%。以下是更多细节：彭博社报道称，这家Windows制造商正在退出其认为有风险的项目，并在内部讨论是否签署新的新云交易。报道补充称，微软专注于扩建自己的数据中心，而不是增加新云交易，尽管并未完全排除这种可能性。
微软、Nebius、IREN和Nscale均未立即回应路透社的置评请求。
Shares of neocloud firms fell in afternoon trading, with Nebius (NBIS.O) and IREN (IREN.O) down more than 13% and CoreWeave (CRWV.O) down 11%. Here are more details:
在吉娜·伊诺霍萨赢得州长选举后，投资者和数据中心开发商在得克萨斯州面临日益加剧的不确定性，这位当选州长曾表示，将在州立法者通过行业规则前禁止新项目。
微软将不会行使选项，将其与Nscale现有协议的规模扩大一倍以上，以在得克萨斯州的一个数据中心租用更多算力。
在电力连接延迟将供电时间推迟到2030年代后，微软几周前退出了为Nscale位于埃塞克斯郡劳顿的旗舰数据中心提供核心支持的交易。
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 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 Microsoft, Nebius, IREN and Nscale did not immediately respond to Reuters' requests for comment 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 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 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