Artem Voloskovets
⬤ Microsoft MSFT just kicked off the global AI infrastructure race with Fairwater, a massive project that's being called the blueprint for the first real AI superfactory. This isn't your typical datacenter—it's an industrial-scale system built hand-in-hand with OpenAI. The rollout represents one of the biggest compute capacity expansions we've seen in AI development so far.
⬤ Fairwater is designed to house hundreds of thousands of next-gen accelerators at each location. Microsoft is deploying around 300,000 NVIDIA GB300 units this quarter, delivering compute power equivalent to nearly 1.2 million H100-class GPUs for inference tasks. The facility merges these accelerators into one unified global cluster, using liquid-cooled, multi-story 3D rack setups with minimal cabling and ultra-low latency. The goal is straightforward: squeeze maximum compute from every watt of power.
⬤ The infrastructure supports continuous-loop agentic systems, large-scale reinforcement learning, fine-tuning, evaluation, inference, and synthetic data generation. With OpenAI plugged directly into the system, Microsoft is building a planet-scale pool of accelerators designed to push model scaling way beyond today's capabilities. What seemed like sci-fi last year is now being installed in production facilities.
⬤ Fairwater marks a serious escalation in AI compute power. The scale, efficiency focus, and tight OpenAI integration put MSFT front and center in the AI superfactory era. This buildout could reshape expectations around tech leadership, sector competition, and demand for high-performance accelerators from suppliers like NVIDIA.
Artem Voloskovets
