On Thursday, Microsoft CEO Satya Nadella announced the deployment of the company’s first massive AI factory, a cluster of more than 4,600 Nvidia GB300 rack computers powered by Blackwell Ultra GPUs. The factory is part of Microsoft’s strategy to scale AI infrastructure and support OpenAI workloads across its global data‑center network.
Microsoft plans to roll out hundreds of thousands of Blackwell Ultra GPUs in similar AI factories worldwide, positioning the company to meet the growing demand for AI compute from enterprise customers and developers. The deployment leverages Nvidia’s latest GPU architecture and InfiniBand networking, providing high throughput and low latency for large‑language‑model training and inference.
This milestone strengthens Microsoft’s competitive advantage in the hyperscale AI market, enabling it to offer faster, more efficient AI services and to capture a larger share of the rapidly expanding AI services market. The expansion also supports Microsoft’s broader AI strategy, including Copilot and Azure AI Foundry, and is expected to drive future revenue growth.
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