Microsoft inks $33 billion in deals with ‘neoclouds’ like Nebius, CoreWeave — Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use

Microsoft has invested $33 billion into “neocloud” datacenter providers to date, with its latest deal with Nebius significantly raising this dollar amount. The $19.4 billion agreement currently being finalized with Nebius will secure for Microsoft approximately 100,000 Nvidia GPUs to be used by Microsoft’s internal teams.

According to sources close to the deal, Microsoft has access to “more than 100,000 of Nvidia’s latest GB300 chips.” The deal likely refers to Nvidia’s GB300 NVL72 server racks, which…