Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...
300mw
ai implementation
capacity
capacity planning
cloud infrastructure
cross-region
data centers
expressroute
gpu
hyperscalers
latency
microsoft
microsoft azure
nebius
neocloud
new jersey
outsourcing
sla
supply chain