The Clap
In the company’s annual report, Microsoft mentioned that if it cannot manage to obtain enough GPUs, outages may be expected.
What
Microsoft highlighted that graphics processing units (GPUs) are a critical component for its fast-growing cloud business.
So What
The statements mentioned in the annual report highlight the fast-growing AI industry’s importance to Microsoft, which has been investing heavily in AI over the past year.
Now What
Microsoft is expecting an increase in CAPEX this quarter as it looks to pay for data centers, standard central processing units, networking hardware, and GPUs.
