Microsoft's AI Supercluster Could Spark A Cloud Bull Run
1. Microsoft launches AI supercomputing cluster powered by Nvidia GB300, boosting compute capacity. 2. Datacenter crunch shows demand for cloud computing resources is surging. 3. China's $49B chip tool import highlights an intensifying semiconductor race. 4. Shortage in computing resources enables price hikes for AWS, Google Cloud, and Azure. 5. Amazon's growing AWS segment could positively influence overall cloud market dynamics.