重點導讀
Microsoft 斷絕與 Oracle AI 雲端 的合作，原因是 Oracle 伺服器使用的舊 NVIDIA 晶片已無法滿足 Microsoft 的規格。
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thehype.@thehypedotnews
·7 小時前
microsoft is breaking up with oracle's ai cloud
it didn't renew the 2023 deal, bloomberg reports: the servers run older nvidia chips that no longer meet microsoft's specs. oracle stock fell ~4%
a day earlier, microsoft also backed away from deals with nscale, nebius and iren
microsoft is cutting rented ai compute from both ends – old nvidia chips at oracle and delayed new data centers at neoclouds. the biggest renter in the market is getting picky, and the providers that built their plans around its contracts carry the risk
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