According to Satya Nadella, Microsoft has deployed a supercomputing cluster utilizing NVIDIA GB300 GPUs, featuring over 4600 GPUs and next-generation InfiniBand connectivity (source: Satya Nadella on Twitter). This marks a significant milestone in AI infrastructure, as Microsoft plans to scale up to hundreds of thousands of GB300s across its data centers. The company is rethinking every layer of its tech stack—spanning silicon, systems, and software—to meet the demands of next-generation AI workloads. This move positions Microsoft to lead in training large-scale AI models and accelerates the adoption of generative AI applications for enterprise and research markets.

According to Satya Nadella, Microsoft has leveraged AI-powered Wide Area Network (AI WAN) technology to expand its North American optical fiber footprint by 40% and add network capacity equivalent to one-fifth of its entire global network, a process that previously took 15 years but now can be accomplished in months (source: Satya Nadella on Twitter). This rapid scaling of infrastructure highlights the transformative impact of AI on cloud networks, enabling faster deployment of advanced AI services and supporting enterprise demand for high-bandwidth, low-latency AI workloads. For AI-focused businesses, such foundational improvements create significant opportunities for deploying large-scale generative AI, real-time analytics, and edge computing applications across North America.