Sources: Microsoft is tightening oversight of some data center projects, stepping away from those it deems risky, and debating whether to ink new neocloud deals (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2026-11-05/microsoft-sours-on-neoclouds-iren-nebius-nscale-on-delays-costs
http://www.techmeme.com/261105/p37#a261105p37
