CNBC reported on Nov. 6 that two people said Microsoft did not renew a deal to rent AI capacity from Oracle, while Microsoft is still deciding which other neocloud partners to drop. Reuters, citing Bloomberg, reported the same non-renewal and said the hardware used older Nvidia chips. Microsoft told CNBC it reviews capacity against demand and did not confirm the Oracle decision. An Oracle spokesperson told Reuters that demand, including for earlier-generation GPUs, remains strong.
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