微软停用从 Oracle 租用的旧款 AI 服务器，算力代际更替加速
微软拒绝续签 2023 年围绕 Bing 构建的 Oracle 合同，转而停用其租用的 AI 服务器，核心原因是 Oracle 硬件搭载的老一代 Nvidia 芯片已不匹配微软规格。按 GPU 小时计费下，Blackwell 单卡推理产出数倍于 H100，Hopper/Ampere 每小时的实际算力性价比大幅下降。这一事件显示前沿 MoE 模型对显存容量与 GPU 互联带宽的要求，正推动算力采购从单卡性能转向整机架规模。
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Rohan Paul (@rohanpaul_ai) · 2026-11-06 19
Bloomberg: Microsoft is switching off AI servers it rented from Oracle after declining to renew a 2023 contract built around Bing.
The capacity lost value over time because Oracle’s hardware ran older-generation Nvidia chips that no longer matched Microsoft’s specifications, according to people familiar with the matter.
Basically, Microsoft pays per GPU-hour. A Blackwell GPU produces several times more inference output than an H100 for similar power, so each Hopper or Ampere hour now buys far less work.
Current frontier models, often large mixture-of-experts designs, need lots of memory and fast links between GPUs. An H100 has 80GB of memory and talks quickly to only 8 GPUs in its server. Blackwell racks link 72 GPUs as one unit, with 192 to 288GB each. Big models either don’t fit on the old boxes or run slowly across their slower network.
Oracle says demand for its AI infrastructure remains strong, and in September it renewed contracts for 4-year-old GPUs at a 20% premium to the original price.
