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US Tech & AI

Microsoft inks $9.7B deal with Australia’s IREN for AI cloud capacity

By Eric November 4, 2025

In a significant move to enhance its cloud computing capabilities, Microsoft has entered into a strategic partnership with Nvidia, securing access to cutting-edge compute infrastructure powered by Nvidia’s GB300 GPUs. This collaboration is set to unfold in phases, with the deployment of these advanced GPUs extending through 2026. By integrating Nvidia’s state-of-the-art technology into its Azure cloud platform, Microsoft aims to bolster its offerings in artificial intelligence (AI), machine learning, and high-performance computing, positioning itself as a leader in these rapidly evolving sectors.

The GB300 GPUs are specifically designed to handle the demanding workloads associated with AI and data-intensive applications, making them an ideal fit for Microsoft’s cloud services. This partnership not only enhances Microsoft’s existing infrastructure but also allows it to deliver more powerful and efficient solutions to its enterprise customers. For instance, businesses can leverage this technology for real-time data analytics, complex simulations, and large-scale machine learning models, which are crucial for industries ranging from healthcare to finance. Furthermore, as organizations increasingly turn to cloud solutions to power their digital transformations, Microsoft’s collaboration with Nvidia will enable it to meet the growing demand for robust and scalable computing resources.

This deal comes at a time when the competition in the cloud services market is intensifying, with major players like Amazon Web Services and Google Cloud also vying for dominance. By harnessing Nvidia’s innovative GPU technology, Microsoft not only aims to enhance its service offerings but also to attract new customers looking for advanced computing capabilities. The phased rollout of the GB300 GPUs will ensure that Microsoft can continuously upgrade its infrastructure in line with technological advancements, thereby maintaining its competitive edge. As the landscape of cloud computing continues to evolve, this partnership exemplifies Microsoft’s commitment to providing cutting-edge solutions that empower businesses to thrive in an increasingly digital world.

Related articles:
– Link 1
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The deal will give Microsoft access to compute infrastructure built with Nvidia’s GB300 GPUs, which will be deployed over phases through 2026.

E

Eric

Eric is a seasoned journalist covering US Tech & AI news.

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