Microsoft’s Fairwater Datacenters: From Power to Tokens
Microsoft’s next wave of AI datacenters is not about who has the most GPUs. It is about who can energize 300 megawatts on time, keep […]
Azure
OpenAI’s $38B AWS Deal Is About GPU Leverage, Not Discounts
OpenAI just signed a seven year, $38 billion capacity deal with AWS. Ignore the cheerleading. This is not about a better price on instances. It […]
Microsoft outlines a post OpenAI AI strategy, but the partnership still matters
The Wall Street Journal reports that Microsoft has started to spell out a long term AI strategy that does not depend on OpenAI at the […]
Microsoft’s $9.7 billion IREN deal is a prepayment for future Nvidia GB300 capacity
Microsoft has signed a five-year, $9.7 billion contract with Australian data-center operator IREN to secure access to Nvidia’s next-gen GB300 accelerators and associated infrastructure at IREN’s […]