为了掌控全球数据生态系统，微软于12月10日承诺向加拿大和印度投资超过300亿美元，在两大洲同步启动大规模基础设施建设。 在加拿大渥太华，微软宣布将在2027年前投入190亿加元（约134亿美元）用于扩建加拿大本地云。其中一项关键承诺是：若遇外国司法 机构试图调取存储于加拿大的数据，微软将采取法律诉讼等手段进行对抗。 与此同时，微软大幅升级了其印度战略，承诺投资额增至175亿美元。与2025年1月设定的目标相比，这一数额激增近六倍。按计划，微 软的Azure AI服务将深度集成至印度政府福利门户网站，覆盖约3.1亿劳工。 2025年6月份，微软公布了其在欧洲云主权计划的细节，确认客户存储的数据将保留在欧洲境内，并遵守欧洲法规。这项名为"微软主权 云"的新计划，将为欧洲各地的企业提供三种不同的选择：主权公有云、主权私有云以及国家合作伙伴云。 从战略层面看，这些行动意味着微软的重心正从集中在美国的"超级工厂"转向分布式、国家级的基础设施布局。这种"主权AI"模式直接 回应了各国政府日益强烈的诉求：数据必须存储在境内，核心AI系统须由本地掌控。 通过将计算能力本地化，微软实质上是在为应对日益严格的数据本地化法律修筑 ...

Core Insights - Amazon has launched a new product called "AI Factories" that enables large corporations and governments to operate its AI systems within their own data centers, allowing customers to provide the power and data center while AWS manages the AI system and integrates it with other AWS cloud services [1] Group 1: Product Overview - The AI Factories product is designed to address concerns regarding data sovereignty, ensuring that companies and governments maintain absolute control over their data without sending it to external model makers or sharing hardware [2] - AWS's AI Factory is a collaboration with Nvidia, utilizing a combination of AWS and Nvidia technologies [3] Group 2: Technology and Features - Companies deploying these AI systems can choose between Nvidia's latest Blackwell GPUs or Amazon's new Trainium3 chip, leveraging AWS's networking, storage, databases, and security, while also accessing Amazon Bedrock and AWS SageMaker AI for model management and training [4] Group 3: Competitive Landscape - Other major cloud providers, such as Microsoft, are also investing in AI Factories, with Microsoft showcasing its own AI Factories for OpenAI workloads and emphasizing the development of new "AI Superfactories" in Wisconsin and Georgia [5] - Microsoft has outlined plans for data centers and cloud services in local countries to address data sovereignty, including its own managed hardware options [6]

Core Insights - Microsoft recently faced significant system failures due to the update 2510 (version 11.2510.1002.87) for its hybrid cloud solution Azure Local, causing critical disruptions in industries such as healthcare and finance [1][3] Group 1: System Failures - The update led to frequent blue screen crashes (error code 0x139) in production environments, with systems crashing approximately every 20 hours [1][3] - An IT technician reported that multiple nodes hosting around 100 virtual machines experienced collective outages, interrupting essential services like electronic medical records and telemedicine platforms [3] Group 2: Impact on Healthcare - The failures were described as a "Super-GAU" (super disaster) by technical personnel, posing direct threats to patient safety due to reliance on low-latency data processing [3] - Microsoft confirmed that the root cause of the issue was an erroneous change in update 2510, which led to kernel security check failures [3] Group 3: Microsoft's Response - To temporarily mitigate the issue, Microsoft provided a registry fix command to disable the faulty module and restore system stability [3] - Microsoft subsequently retracted the updates with version numbers 11.2510.1002.87 and 12.2510.1002.88 [3] Group 4: Azure Local Overview - Azure Local is positioned as Microsoft's primary hybrid cloud solution, designed to allow enterprises to run certain Azure services in local data centers, balancing the security of private clouds with the flexibility of public clouds [3]