gpu-infrastructure

  1. UK Sovereign AI Compute: Nscale, Microsoft, NVIDIA & OpenAI

    Nscale’s announcement that it will expand UK AI infrastructure in collaboration with Microsoft, NVIDIA and OpenAI marks a significant acceleration in the country’s bid for sovereign, large-scale AI compute — a move that blends private hyperscale investment with geopolitics, national industrial...
  2. Microsoft’s Refined Double-Digit Outlook: Growth via Azure, Copilot & AI Compute

    Microsoft’s public guidance has shifted from cautious optimism to a firmer promise: the company now expects another year of double‑digit revenue and operating‑income growth, a refinement that matters because Microsoft’s ability to sustain double‑digit expansion underpins lofty valuations and...
  3. Microsoft MAI-Voice-1 and MAI-1-Preview: In-House AIs Power Copilot at Scale

    Microsoft has quietly moved from partner-dependent experimentation to deploying its own, production‑focused models with the public debut of MAI‑Voice‑1 (a high‑throughput speech generator) and MAI‑1‑preview (an in‑house mixture‑of‑experts language model), rolling both into Copilot experiences...