Microsoft's Azure cloud platform has launched the first major cluster based on Nvidia GB300 systems, including more than 4,600 Blackwell Ultra GPUs, the company's most advanced AI chips. The new cluster provides 37 terabytes of fast memory and high performance, forming the unified computing environment needed to run reasoning models, agent systems and multimodal generative AI applications. Such systems will reduce the training time of AI models from months to weeks, Microsoft said.

According to Microsoft corporate vice president Nidhi Chappell, the companies' collaboration allows customers like ChatGPT developer OpenAI to deploy next-generation infrastructure on an unprecedented scale and at record speed.

"This jointly developed system represents the world's first industrial-scale production GB300 cluster, providing the supercomputing engine OpenAI needs to serve models with trillions of parameters. It sets a new benchmark for accelerated computing," said Ian Buck, Nvidia's Vice President of Hyperscale and High Performance Computing.

"This is just the beginning - we plan to scale to hundreds of thousands of GB300s in our data centers around the world and are rethinking our entire infrastructure - from microchips to software - to support next-generation AI workloads," added Microsoft CEO Satya Nadella.

Today's announcement further solidifies the strategic partnership between Nvidia, Microsoft and OpenAI, Seeking Alpha notes. Nvidia has previously announced its intention to invest up to $100 billion in OpenAI to build and run at least 10 gigawatts of data centers based on its chips.

Microsoft, for its part, continues to aggressively ramp up investment in its data center infrastructure. In fiscal year 2025, which ended June 30, its capital expenditures totaled $88.7 billion, and in the first quarter of 2026 the company plans to spend another $30 billion - almost 50% more than a year earlier, Seeking Alpha points out.

Nvidia shares jumped more than 3% in Thursday trading, hitting an all-time high. Since the beginning of the year, the company's market value has increased by almost 45%.

Microsoft's securities have gone into a slight negative territory, but they are up nearly 24% since the beginning of the year.

This article was AI-translated and verified by a human editor

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