Microsoft is turning off Oracle AI capacity built on older Nvidia chips
Bloomberg says Microsoft declined to renew Oracle capacity on older Nvidia chips, while IREN's delayed Microsoft build shows the same spec pressure.
By Ryan Merket · Published
Primary source: Hacker News
Why it matters
The report shows how fast rented AI capacity can depreciate when a hyperscaler changes chip and network requirements. That risk sits with suppliers such as IREN, whose founders have built the company around long Microsoft contracts while Microsoft keeps revising what it wants delivered.
Microsoft (@Microsoft) is winding down an arrangement to rent AI computing capacity from Oracle (@Oracle), according to Reuters' November 6th report on Bloomberg reporting. Reuters said Bloomberg cited people familiar with the matter and described the move as part of a larger reassessment of billions of dollars in cloud partnerships.…
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