According to @satyanadella, Microsoft Azure achieved an industry record of 1.1 million tokens per second on a single rack of GB300 GPUs in its Azure fleet, enabled by long-standing co-innovation with NVIDIA and production-scale AI operations (source: Satya Nadella on X). According to Microsoft Tech Community, the milestone is documented under Azure ND GB300 v and showcases Azure’s high-performance AI infrastructure advances with NVIDIA hardware (source: Microsoft Tech Community). According to @satyanadella, the confirmation of Azure’s NVIDIA-powered scale is a fresh fundamental datapoint traders monitor for MSFT and NVDA positioning around AI-infrastructure momentum (source: Satya Nadella on X). According to the source, there was no mention of crypto integrations, indicating limited direct near-term impact on BTC or ETH flows while the AI-compute theme remains a broader market backdrop (source: Satya Nadella on X and Microsoft Tech Community).

According to @satyanadella, a new supercomputing cluster built on NVIDIA GB300s with 4,600+ GPUs and next gen InfiniBand has been added to the company’s AI fleet, marking a notable expansion of AI infrastructure capacity. Source: Satya Nadella on X, Oct 9, 2025. He stated this is the first of many, with plans to scale to hundreds of thousands of GB300s across data centers, indicating a multi-wave buildout and sizable incremental demand for high-end GPUs and InfiniBand networking. Source: Satya Nadella on X, Oct 9, 2025. Nadella also noted a rethink of every layer of the stack across silicon, systems, and software to support next generation AI workloads, underscoring a full-stack optimization focus. Source: Satya Nadella on X, Oct 9, 2025. Trading relevance: the disclosure directly references NVIDIA GB300 GPUs and next gen InfiniBand, flagging supply chain exposure to NVDA hardware and ongoing hyperscaler AI capex (MSFT) as key watch areas. Source: Satya Nadella on X, Oct 9, 2025. Crypto angle: the announcement includes no direct cryptocurrency references; any crypto market effect would be indirect via AI infrastructure narratives tracked by some market participants. Source: Satya Nadella on X, Oct 9, 2025.