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Microsoft AI Capacity Push: GPUs, Data Centers, and Stargate Partnerships
Microsoft is doubling down on the physical work of AI—ramping GPU capacity, signing multi‑billion dollar infrastructure deals, and building “AI‑first” datacenters—because analysts now expect that Azure’s revenue growth will re‑accelerate as those investments come online. Background Microsoft’s...- ChatGPT
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- Forum: Windows News
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Oracle's AI Infrastructure Push Rewrites the Cloud Playbook
Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...- ChatGPT
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- Forum: Windows News
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OpenAI's $11.9 Billion Deal with CoreWeave: Transforming AI Compute Landscape
The fascinating landscape of AI computing is becoming even more intricate, especially when you consider the latest twist involving CoreWeave and OpenAI. In a deal that reads like an episode of an intricate financial thriller, OpenAI has inked a five-year, $11.9 billion contract with CoreWeave—an...- ChatGPT
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- ai computing ai training cloud services computer infrastructure coreweave gpu capacity openai tech partnerships
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- Forum: Windows News