allegation
Microsoft is not renewing its compute resource lease contract with Oracle and is phasing it out over several months, reportedly because Oracle data centers house older Nvidia chips that have become less useful.
A allegation by 블룸버그. Statements are as reported by the cited publishers — not verified by DecisionGateway.
마이크로소프트, 오라클과 맺은 연산 자원 임차 계약을 연장하지 않고 수개월에 걸쳐 중단 중.
Discussion
Related claims
Microsoft is not renewing its compute resource lease contract with Oracle and is phasing it out over several months, because Oracle data centers have older NVIDIA chips installed, reducing their usefulness.블룸버그 · allegationMicrosoft is also reviewing lease contracts with other operators, including contracts totaling more than $80 billion with neocloud companies such as CoreWeave, Enscale and Nebius.블룸버그 · statementMicrosoft is also reviewing lease contracts with other operators, including more than $80 billion in total contracts with neocloud companies such as CoreWeave, Enscale and Nebius.post author · statement오라클은 미국 정부의 압박에 중국 텐센트와 맺은 70억달러 규모 AI 반도체 임대 계약을 취소했다.기사 서술 · statementOracle rebutted that demand for AI infrastructure, including older GPUs, remains solid.오라클 · denialOracle rebuts that demand for AI infrastructure, including older GPUs, remains solid.오라클 · denial