rubin gpus

  1. Microsoft Azure at the AI Inference Inflection: Fairwater and the 2026 Capex Wave

    Microsoft’s year‑end position is simple and brutal: the AI build phase has moved from proof‑of‑concept to infrastructure industrialization, and Azure sits at the fulcrum of that transformation — backed by ambitious data‑center projects, accelerated GPU allocations, and a productized AI stack...