- Microsoft says its first to incorporate Blackwell GPUs into cloud.
- Nvidia CEO Huang has called Blackwell demand “insane”.
- MSFT stock rises 1%, while Dow Jones gains more gingerly.
- Microsoft stock has been giving up…
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https://www.fxstreet.com/news/microsoft-stock-gains-as-azure-becomes-first-cloud-with-nvidia-blackwell-chips-202410081753