MSFT unveils its Nvidia GB300-powered datacenter fleet as compute demand surges, AMZN chart breaks higher; China keeps fueling the chip race.Microsoft Datacenter is Bullish for CloudMicrosoft (NASDAQ:MSFT) unveiled a new AI supercomputing cluster powered by Nvidia (NASDAQ:NVDA) GB300s with over 4,600 GPUs, using next-gen InfiniBand networking. The move displays a growing datacenter crunch… there simply isn't enough power, land, or chips to meet AI demand. That shortage is bullish for AWS, Google Cloud, and ...

MSFT unveils its Nvidia GB300-powered datacenter fleet as compute demand surges, AMZN chart breaks higher; China keeps fueling the chip race.Microsoft Datacenter is Bullish for CloudMicrosoft (NASDAQ:MSFT) unveiled a new AI supercomputing cluster powered by Nvidia (NASDAQ:NVDA) GB300s with over 4,600 GPUs, using next-gen InfiniBand networking. The move displays a growing datacenter crunch… there simply isn't enough power, land, or chips to meet AI demand. That shortage is bullish for AWS, Google Cloud, and ...

Core Viewpoint - The article discusses Elon Musk's ambitious plans for his AI company xAI, aiming to achieve computing power equivalent to 50 million Nvidia H100 GPUs within five years, significantly increasing the scale of AI investments in the industry [2][3]. Group 1: Musk's AI Ambitions - Elon Musk plans to acquire millions of Nvidia GPUs for AI training, with a goal of achieving computing power equivalent to 50 million H100 GPUs [2]. - Musk's xAI currently operates a supercomputer in Memphis with 230,000 GPUs, including 30,000 Nvidia GB200 chips, and is constructing a second data center to house 550,000 GPUs [3][5]. - Musk's previous prediction indicated that the limiting factor for AI development would be chips, leading to prioritization of GPU orders for xAI over Tesla [7]. Group 2: Competitive Landscape - Sam Altman, CEO of OpenAI, announced plans to run over 1 million GPUs by the end of the year and increase computing power by 100 times [2]. - Meta CEO Mark Zuckerberg has similar ambitions to build large data centers for developing super AI [2]. Group 3: Environmental Concerns - The operation of xAI's Colossus supercomputer relies on gas turbines, raising concerns about air pollution in Memphis [4][10]. - Local communities have protested against the energy-intensive operations, citing potential violations of the Clean Air Act due to emissions from the turbines [11].