Who's Going to Power Microsoft's New AI Models?

Microsoft just signed a deal that is bigger than the GDP of some countries and it's all about GPUs. They just signed this deal with the sponsor of this video, Nebius. Nebus is a relatively new player in the AI infrastructure space, but they locked in a $17.4% billion 5year deal with Microsoft to power their biggest AI projects.Now, you know, Microsoft is now creating their own models. They need a ton of pre-training inference. They need a ton of post-training.So this is all going to be powered by not only A ...