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NVIDIA expands Microsoft partnership with Blackwell GPUs for AI infrastructure

November 18, 2025 3:06 PM

NVIDIA Corp. (NASDAQ: NVDA) announced an expanded collaboration with Microsoft Corp. that includes deploying NVIDIA Blackwell platform GPUs for Microsoft's new Fairwater AI superfactory and integrating AI capabilities across Microsoft 365 services.

Microsoft's AI superfactory connects the Fairwater data center in Wisconsin with a facility in Atlanta, Georgia. The infrastructure will integrate hundreds of thousands of NVIDIA Blackwell GPUs for large-scale training and deploy more than 100,000 Blackwell Ultra GPUs in NVIDIA GB300 NVL72 systems globally for inference operations.

The collaboration introduces new Azure NC Series virtual machines powered by NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, now available in public preview. Microsoft is also deploying NVIDIA Spectrum-X Ethernet switches in the Fairwater data center to connect the infrastructure.

"Our collaboration with NVIDIA is built on driving innovation across the entire system and full stack, from silicon to services," said Nidhi Chappell, corporate vice president of product management at Microsoft. "By coupling Microsoft Azure's unmatched data center scale with NVIDIA's accelerated computing, we are maximizing AI data center performance and efficiency."

The partnership includes integrating NVIDIA Nemotron models with Microsoft SQL Server 2025 and connecting the NVIDIA NeMo Agent Toolkit with Microsoft Agent 365. This enables developers to build AI agents for Microsoft 365 applications including Outlook, Teams, Word and SharePoint.

Microsoft Foundry will offer NVIDIA Nemotron models for digital AI and NVIDIA Cosmos models for physical AI as secure microservices. The companies report achieving over 90% reduction in GPT model pricing for Azure users over two years through optimization work.

The infrastructure will support workloads for OpenAI, Microsoft AI Superintelligence Team, and Microsoft 365 Copilot services. The collaboration also extends to cybersecurity research and industrial digitalization through NVIDIA Omniverse libraries on Azure.

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