TL;DR: Microsoft has deployed its first large-scale Azure cluster featuring over 4,600 NVIDIA GB300 "Blackwell Ultra" GPUs, enabling AI model training from months to weeks. This high-performance ...
Microsoft customers report being refused capacity, migration projects stuck halfway, and accusations that AI is being ...
Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure (capex), Azure's ...