Microsoft fires up 'AI superfactory' powered by hundreds of thousands of Nvidia GPUs

[Atlanta Georgia - Sunset City Skyline - Telephoto - Wide Shot]
carlofranco

Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) has brought its latest datacenter online in Atlanta, which it dubs an 'AI superfactory' as it directly connects with other datacenters to deliver the power of hundreds of thousands of Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) GPUs to support AI workloads.

The network will also support Microsoft-backed OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]).

"A traditional datacenter is designed to run millions of separate applications for multiple customers," said Alistair Speirs, Microsoft general manager focusing on Azure infrastructure. "The reason we call this an AI superfactory is it's running one complex job across millions of pieces of hardware. And it's not just a single site training an AI model, it's a network of sites supporting that one job."

Microsoft said the Atlanta location is part of its Fairwater datacenters. It is connected with its first Fairwater datacenter, which is in Wisconsin.

"Fairwater exemplifies our vision for a fungible fleet: infra that can serve any workload, anywhere, on fit-for-purpose accelerators and network paths, with maximum performance and efficiency," said [https://x.com/satyanadella/status/1988653837461369307] Microsoft CEO Satya Nadella.

"Each Fairwater DC can integrate hundreds of thousands of the latest NVIDIA GPUs into a single coherent cluster," he added. "This provides flexible infra that can support the full spectrum of workloads and ensure no GPU is left unnecessarily idle. And that's on top of the more than 100,000 GB300s coming online this quarter alone for inference across the rest of our fleet."

"The amount of infrastructure required now to train these models is not just one datacenter, not two, but multiples of that," said Microsoft Azure CTO Mark Russinovich.

These data centers are connected by an AI Wide Area Network through dedicated fiber-optic cables.

"The future of AI will be shaped by connecting datacenters into a unified, distributed system," said Scott Guthrie, Microsoft's executive vice president of Cloud + AI.

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