Microsoft has committed over $60 billion to neocloud providers to meet rising AI compute demand

Microsoft has now poured more than $60 billion into a swarm of neocloud infrastructure companies, in what looks like an all-out effort to claw back enough power and chips to meet its overwhelming AI compute demand. According to a report from Bloomberg, this is a direct response to Microsoft’s own team (and its customers) needing way more capacity than its traditional data centers can handle. The biggest deal so far is a $23 billion commitment to Nscale, a startup based in the UK. That agreement gives Microsoft control of around 200,000 Nvidia GB300 GPUs, spread across new or existing locations in the United Kingdom, Norway, Portugal, and Texas. That single deal already puts Microsoft leagues ahead in terms of AI infrastructure control, especially as most rivals are still fumbling around with internal buildouts. Microsoft signs $10B in fresh neocloud deals with IREN and Lambda Just this week, Microsoft added two...

https://www.cryptopolitan.com/microsofts-neocloud-commitments-surpass-60b/