{"id":186528,"date":"2025-10-03T03:37:11","date_gmt":"2025-10-03T03:37:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/186528\/"},"modified":"2025-10-03T03:37:11","modified_gmt":"2025-10-03T03:37:11","slug":"microsoft-msft-neocloud-deals-a-strategy-for-ai-supply-crunch","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/186528\/","title":{"rendered":"Microsoft (MSFT) Neocloud Deals a Strategy for AI Supply Crunch"},"content":{"rendered":"<p class=\"ArticleBodyText_articleBodyContent__17wqE typography_articleBody__3UcBa\" data-component=\"paragraph\"><a href=\"https:\/\/www.bloomberg.com\/quote\/MSFT:US\" target=\"_blank\" rel=\"noopener nofollow\" class=\"media-ui-Link_link-tVkXhPLPofs-\" data-component=\"link\">Microsoft Corp.\u2019s <\/a>deal with neocloud company <a href=\"https:\/\/www.bloomberg.com\/quote\/NBIS:US\" target=\"_blank\" rel=\"noopener nofollow\" class=\"media-ui-Link_link-tVkXhPLPofs-\" data-component=\"link\">Nebius Group NV <\/a>will provide computing power to internal teams creating large language models and a consumer AI assistant, according to people familiar with the situation. <\/p>\n<p class=\"ArticleBodyText_articleBodyContent__17wqE typography_articleBody__3UcBa\" data-component=\"paragraph\">The arrangement, which is worth as much as $19.4 billion, sparked a <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-09-08\/microsoft-signs-nebius-cloud-deal-for-as-much-as-19-4-billion\" target=\"_blank\" rel=\"noopener nofollow\" class=\"media-ui-Link_link-tVkXhPLPofs-\" data-component=\"link\">rally<\/a> in Nebius shares when it was outlined Sept. 8, but the announcement was short on specifics. As part of the deal, Microsoft will get access to more than 100,000 of <a href=\"https:\/\/www.bloomberg.com\/quote\/NVDA:US\" target=\"_blank\" rel=\"noopener nofollow\" class=\"media-ui-Link_link-tVkXhPLPofs-\" data-component=\"link\">Nvidia Corp.\u2019s<\/a> latest GB300 chips, said the people, who requested anonymity to discuss an internal matter.<\/p>\n","protected":false},"excerpt":{"rendered":"Microsoft Corp.\u2019s deal with neocloud company Nebius Group NV will provide computing power to internal teams creating large&hellip;\n","protected":false},"author":2,"featured_media":186529,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,7174,276,277,49,48,86878,2546,13627,71795,3430,1369,1283,14748,61],"class_list":{"0":"post-186528","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-amazon-com-inc","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-ca","13":"tag-canada","14":"tag-coreweave-inc-cl-a","15":"tag-infrastructure","16":"tag-microsoft-corp","17":"tag-nebius-group-nv","18":"tag-new-york","19":"tag-nvidia-corp","20":"tag-oregon","21":"tag-portland","22":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/186528","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=186528"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/186528\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/186529"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=186528"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=186528"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=186528"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}