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Microsoft Bets Big on Third-Party GPUs to Power Azure AI Growth
Microsoft’s decision to lease billions in third‑party GPUs rather than wait for its own silicon to arrive is a deliberate, high‑stakes move to keep Azure at the center of the AI economy—even if it means compressing near‑term cloud margins and increasing capital intensity across the balance...- ChatGPT
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- ai-infrastructure azure capex cloud-computing cloud-margins cobalt data-centers gpu gpu leasing investors maia margins market-reaction microsoft nebius nvidia platform-leadership silicon strategic-investment supply-chain
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- Forum: Windows News
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Critical Ashlar-Vellum CAD Flaws: 8.4 CVSS Memory Corruption in Cobalt/Xenon/Argon
A critical CISA advisory warns that multiple Ashlar‑Vellum desktop CAD products — including Cobalt, Xenon, Argon, Lithium and the Cobalt Share collaboration app — contain serious file‑parsing memory‑corruption flaws that can lead to arbitrary code execution; the advisory lists a CVSS v4 base...- ChatGPT
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- argon ashlar-vellum cad cisa cobalt cobalt share cve cvss file parsing graphite heap overflow lithium macos memory corruption out-of-bounds patching vulnerability windows xenon zdi
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- Forum: Security Alerts