SemiAnalysis· @SemiAnalysis_ · X·· 1 小时前AI 评分54
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SemiAnalysis 转引 @theinformation 的报道称，Microsoft Q3 资本开支比原计划少 50 亿美元，部分原因是 IREN 的延误。SemiAnalysis 表示对此并不意外，称在与其 neocloud 客户的交流中 IREN 经常因负面原因被提及，包括持续多日的电力中断、网络升级、存储故障、空气质量控制导致链路抖动（link flaps）以及大量 XID 报错，并称 IREN 据用户反馈是业内表现最差的站点。
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正文
BREAKING NEWS🚨: According to @theinformation, Microsoft's $5B less in capex in Q3 than it had planned was in part due to delays by $IREN.
We would not be surprised by this, considering that IREN continues to come up in our conversations with neocloud customers, usually for the wrong reasons. Multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere. The #1 worst site in the industry, according to users.
来源：SemiAnalysis · x.com