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Microsoft CEO Satya Nadella on Thursday tweeted a video of his firm’s first deployed large AI system — or AI “manufacturing unit” as Nvidia likes to name them. He promised that is the “first of many” such Nvidia AI factories that will probably be deployed throughout Microsoft Azure’s international information facilities to run OpenAI workloads.
Every system is a cluster of greater than 4,600 Nvidia GB300 rack computer systems sporting the much-in-demand Blackwell Extremely GPU chip and related through Nvidia’s super-fast networking tech referred to as InfiniBand. (In addition to AI chips, Nvidia CEO Jensen Huang additionally had the foresight to nook the market on InfiniBand when his firm acquired Mellanox for $6.9 billion in 2019.)
Microsoft guarantees that it will likely be deploying “tons of of hundreds of Blackwell Extremely GPUs” because it rolls out these programs globally. Whereas the scale of those programs is eye-popping (and the corporate shared loads extra technical particulars for {hardware} lovers to peruse), the timing of this announcement can also be noteworthy.
It comes simply after OpenAI, its companion and well-documented frenemy, inked two high-profile information heart offers with Nvidia and AMD. In 2025, OpenAI has racked up, by some estimates, $1 trillion in commitments to construct its personal information facilities. And CEO Sam Altman mentioned this week that extra had been coming.
Microsoft clearly desires the world to know that it already has the info facilities — greater than 300 in 34 nations — and that they’re “uniquely positioned” to “meet the calls for of frontier AI right now,” the corporate mentioned. These monster AI programs are additionally able to working the following era of fashions with “tons of of trillions of parameters,” it mentioned.
We anticipate to listen to extra about how Microsoft is ramping as much as serve AI workloads later this month. Microsoft CTO Kevin Scott will probably be talking at Trendster Disrupt, which will probably be held October 27 to October 29 in San Francisco.
