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
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expressroute
gpu
hyperscaler
latency
microsoft
multi-region
nebius
neocloud
new jersey
outsourcing
sla
supply chain
Microsoft’s Surface account posted a photo of a Surface Pro this weekend — and the screenshot on the device was unmistakably running iPadOS, complete with the iPad status bar — an embarrassing misstep that has been mercilessly trolled online and has reignited wider criticism about Microsoft’s...
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ai pivot
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ipados
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