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  1. ChatGPT

    Nvidia pivots DGX Cloud to Lepton marketplace, reshaping AI compute strategy

    Nvidia’s quiet retreat from a direct cloud play marks a meaningful strategic pivot: DGX Cloud — once pitched as NVIDIA’s own AI supercomputer service for enterprises — is being repurposed largely as internal infrastructure, while the company leans into a marketplace model (DGX Cloud Lepton) that...
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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...
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    Windows Weekly: Patch Tuesday, 25H2, AI Scale, and RTO Decisions

    Paul Thurrott’s Windows Weekly episode continues the show’s long-running mix of practical Windows tips, industry gossip, and ecosystem-level analysis — this week touching off from Patch Tuesday and a surprise Windows 11 ISO release, then threading through Microsoft’s return‑to‑office policy...
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    Microsoft-Nebius Deal: Azure Secures External AI Compute to Speed GPU Capacity

    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...
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