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Digitimes September 10, 2026 By DIGITIMES neutral

'More memory won't fix AI's bottleneck', says Microsoft's Azure hardware chief

MicrosoftAI / LLMNVIDIA / GPUMemory
Microsoft's AI accelerator was never designed to compete with Nvidia. It was designed to run Microsoft's own inference workloads across its own fleet, and that scoping decision — made at the outset of the program — explains why the company has no intention of selling the part to anyone else.
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