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...
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...
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...
300 mw
ai compute
azure
capacity
capacity planning
cloud infrastructure
data center
expressroute
gpu
hyperscaler
latency
microsoft
multi-region
nebius
neocloud
new jersey
outsourcing
sla
supply chain