微软(MSFT.US)豪掷数十亿美元牵手Lambda 数万块英伟达(NVDA.US)GPU加码AI军备竞赛

Core Insights - Lambda and Microsoft have announced a multi-billion dollar agreement to enhance the infrastructure needed for the AI boom, deploying NVIDIA GPU-supported computing resources [1] - Microsoft will deploy "tens of thousands" of NVIDIA GPUs, including the latest GB300NVL72 system, as part of the agreement [1] - The partnership between Lambda and Microsoft has been ongoing for over eight years, marking a significant step in their relationship [1] - Microsoft also announced a separate agreement to export some NVIDIA GPUs to the United Arab Emirates as part of a $15 billion investment plan in the country by 2029 [1]