Microsoft Sours on Neoclouds IREN, Nebius, Nscale on Delays, Costs
TL;DR
Microsoft Corp. helped create the “neocloud” boom, signing tens of billions of dollars in contracts with upstart data center operators in an effort to sate the crushing appetite for its cloud and AI services. Microsoft Corp. helped create the “neocloud” boom, signing tens of billions of dollars in contracts with upstart data center operators in an effort to sate the crushing appetite for its cloud and AI services.
Nauti's Take
For small teams, the first check is the infrastructure chain behind an AI provider: who actually supplies the GPUs, data center capacity, and network, and what happens when delivery slips? Run a realistic load test before moving a critical workflow, then document a fallback provider and the cost of switching.
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