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AI and Data Centre Chips

Microsoft plans to work with fewer neoclouds and put its own data centres first, CNBC reports

. Source published 6 Nov 2026. Original reporting: CNBC (opens in a new tab).

What changed

CNBC reported on 6 November, citing people familiar with the matter, that Microsoft is shrinking its roster of neocloud partners, among them CoreWeave, Nebius, IREN, Lambda and Nscale, to focus on a few key suppliers while it builds out its own data centres, and has not yet decided which it will stop using. Two people said Microsoft opted not to renew a deal with Oracle. A Microsoft spokesperson said its infrastructure strategy is 'built on flexibility and choice', combining owned data centres, leased facilities and partnerships with third-party providers, and that it regularly reviews these investments against customer demand. CNBC notes IREN said Microsoft had asked for a networking upgrade that moves capacity online to January or February. The report is based on unnamed sources and Microsoft has not confirmed any changes.

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Read the original: CNBC: Microsoft plans to work with fewer neoclouds and put its own data centres first, CNBC reports (opens in a new tab)
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