🧵 1. Microsoft warns of service disruptions if it can't secure enough AI chips for data centers, emphasizing the importance of GPUs for its cloud business. #fintech
🧵 1. Microsoft warns of service disruptions if it can't secure enough AI chips for data centers, emphasizing the importance of GPUs for its cloud business. #fintech
🧵 2. Growing demand for GPUs driven by AI capabilities, particularly generative AI like OpenAI's ChatGPT. Benefiting GPU makers NVIDIA and AMD.
🧵 3. Microsoft's annual report mentions GPUs as critical components for data centers and highlights the need for predictable energy and networking supplies.
🧵 4. OpenAI relies on Microsoft's Azure cloud for computations, leading to increased demand for GPUs. Microsoft exploring partnerships with Nvidia-backed CoreWeave.
🧵 5. Microsoft accelerating deployment of its custom AI processor amidst the attention on ChatGPT and its integration into various products.
🧵 Read more at: https://www.cnbc.com/2023/07/28/microsoft-annual-report-highlights-importance-of-gpus.html