Microsoft signed a $17.4B, five-year agreement with Nebius to secure GPU infrastructure, expandable to $19.4B.

Microsoft has reinforced its AI infrastructure strategy with a $250 billion incremental Azure commitment from OpenAI, even as it diversifies beyond exclusive partnerships. The company is expanding its ...

AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU ...

The GPU server market is poised for strong growth, driven by AI and ML adoption. Key opportunities lie in expanding high-performance computing capabilities, AI-centric investments, and deploying ...

On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year agreement, ...

TL;DR: Microsoft has deployed its first large-scale Azure cluster featuring over 4,600 NVIDIA GB300 "Blackwell Ultra" GPUs, enabling AI model training from months to weeks. This high-performance ...