Microsoft has already contracted GPUs to balance costs | Computer Weekly
Summary
Microsoft told investors it has pre-contracted much of the GPU capacity it is buying to de-risk AI infrastructure investments and spread costs across the GPUs' useful life. The company reported Microsoft Cloud revenue above $50bn, added nearly one gigawatt of datacentre capacity this quarter, and noted a 10x rise in Microsoft 365 Copilot daily users. Executives said servers and GPUs are showing a six-year useful life and that software optimization extends fleet longevity while improving tokens per watt per dollar. Satya Nadella highlighted end-to-end optimization across models, silicon, networking and systems and reiterated ongoing investments to meet Azure, M365 Copilot and GitHub Copilot demand while addressing customer sovereignty and local data residency needs.
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