Microsoft just got its hands on 100,000 Nvidia GB300 chips - and all it took was investing $33 billion in these startups

Microsoft Hollow Core Fibre.

• Microsoft’s Nebius deal gives it 100,000 Nvidia chips without building more infrastructure
• Neocloud providers like CoreWeave and Lambda now power Microsoft’s expanding AI backbone
• Hundreds of thousands of Nvidia GPUs will soon fill Microsoft’s Wisconsin site

Microsoft’s growing reliance on third-party data center operators has entered a new phase following a $19.4 billion deal with Nebius.