The Energy & Sustainability Supplement
A sustainable future for data centers
News - IT Hardware & Semiconductors, Microsoft
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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Microsoft unveils Azure Maia 300, says chip will be its “primary inference system”
Meanwhile, Maia 200 has already been deployed across multiple geographies
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Lambda secures $1bn private debt to purchase Nvidia GPUs - report
Chips will be leased to Microsoft
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Microsoft to deploy AMD Helios rackscale solution to support inference workloads and Azure services
AMD will start shipping Helios in H2 2026
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Microsoft launches VMs based on Cobalt 200 chip in preview, Maia 200 already in production
Announced at Microsoft Build 2026
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Microsoft unveils Majorana 2 quantum chip
Company says chip puts it on path to achieve scalable quantum computer by 2029
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Anthropic in talks to use Microsoft's custom Maia AI chips - report
Remain in early stages and may not progress to an agreement
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OpenAI and Broadcom in discussions over financing of $18bn custom chip project – report
Broadcom’s investment in initial project phase reportedly tied to Microsoft purchase commitments
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Microsoft claims to be first hyperscaler to "power on" Nvidia Vera Rubin NVL72 system
Plus the other clouds set to adopt the latest generation of Nvidia AI infrastructure
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Microsoft claims oven door material can replace expensive fused silica for Project Silica long-term data storage system
Microsoft Research Cambridge has published its findings on the benefits of borosilicate glass in science journal Nature
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Microsoft unveils Maia 200 inferencing chip
Designed using TSMC’s 3nm process technology, company has already deployed chip in its US Central data center region
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Microsoft-backed quantum startup Photonic Inc. raises $131m
Round saw investment from the Royal Bank of Canada, Telus, and Microsoft
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Microsoft reveals next generation Cobalt CPU and Azure Boost
Cobalt 200 approaches
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Anthropic to purchase $30bn in Microsoft Azure credits, Nvidia and Microsoft to invest in AI company
Despite bubble fears, the circular investment cycle continues
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Microsoft says it has access to the IP of OpenAI's custom AI chips
Part of the two companies' recent agreement
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Microsoft becomes first company granted export license by US gov’t to ship Nvidia GPUs to UAE
Allowed to ship the equivalent of 60,400 A100 chips, but unclear if exports have begun
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Microsoft has AI GPUs “sitting in inventory” because it lacks the power necessary to install them
Speaking on the Bg2 Pod, Microsoft CEO Satya Nadella said power, not compute, is biggest data center constraint
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Microsoft deploys cluster of 4,600 Nvidia GB300 NVL72 systems for OpenAI
Company says its the first of many
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Microsoft CTO claims company will mainly use its own AI chips in the future
That may take a while
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Microsoft partners with Corintis for bio-inspired in-chip microfluidic cooling
Claims three times the performance of cold plates
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Microsoft Research develops analog optical computer
Room-temperature system is more efficient at solving certain problems than binary digital computer
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Rigetti makes its 36-qubit Cepheus-1-36Q quantum computer available in the cloud
Available on firm's own platform, coming soon to Azure
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Microsoft and Atom Computing to build "world’s most powerful quantum computer" in Denmark
The system, named Magne, is expected to be operational by 2027
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Microsoft delays production of Maia 200 AI chip to 2026 - report
Design changes and staff turnover attributed to production push back
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Microsoft to use custom AMD chip for next-gen Xbox, will also be deployed on the cloud
Companies to co-develop silicon “across a portfolio of devices"
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nEye Systems raises $58m for optical switch technology
Startup has raised $72.5m since founding in 2020
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Nvidia, Meta, and Microsoft shares slump on DeepSeek AI training claims
The Chinese startup claims its model was trained for significantly less money than those developed by US labs
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Microsoft bought twice as many Nvidia Hopper GPUs as other big tech companies - report
Acquired double the Nvidia chips as Meta, according to Omdia
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Microsoft launches DPU and new HSM chips, also launches hybrid infrastructure platform Azure Local
And other Microsoft updates from Ignite 2024