Microsoft Azure has validated and readied its datacenters to run NVIDIA’s new Vera Rubin NVL72 rack‑scale AI system, positioning Azure as the first public cloud to claim production validation of the GB300 “Blackwell Ultra” NVL72 platform — a move that crystallizes the shift from server‑level GPU...
The server market has entered a scale phase unlike any in its history: vendor revenue hit a record $112.4 billion in Q3 2025, fueled by hyperscaler and cloud spending on GPU‑ and accelerator‑heavy systems for generative AI, and the first nine months of 2025 have already produced roughly $314.2...