Microsoft Ends Oracle Deal Over Older Nvidia Chips — SkimNews

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- Microsoft declined to renew a 2023 computing deal with Oracle and is turning off rented capacity as it winds down the arrangement.
- Oracle supplied the rented capacity through hardware that used older Nvidia chips, the stated reason Microsoft declined to renew the deal.
Why it matters: Oracle faces Microsoft walking away from the 2023 deal as the company winds down rented AI capacity supplied by hardware built with older Nvidia chips. Equipment age is the stated reason for the retreat, leaving Oracle without the renewal and Microsoft with less active rented capacity.
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