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. Nebius is one of several “neocloud” providers it has backed with a combined $33 billion in investment,