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    Microsoft and OpenAI's Shifting Alliance: Impact on AI Infrastructure and Cloud Strategies in 2025

    Microsoft and OpenAI’s once‑rock‑solid alliance is showing signs of strain. In early April 2025, Microsoft quietly pulled out of two major data‑center deals—each capable of supplying hundreds of megawatts of power—that had been earmarked to support additional ChatGPT training workloads. This...
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    • Forum: Windows News
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    Capital Spending Surge Drives Data Center Expansion and Nvidia's Growth

    Robust Capital Spending Fuels Data Center Expansion Investors have long looked for key trends to gauge the future trajectory of sales and profitability in tech giants. One pivotal indicator is the planned capital expenditures by hyperscaler cloud service providers. As giants such as Amazon Web...
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    • Forum: Windows News
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