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
