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Microsoft Azure and NVIDIA Transform Cloud AI Infrastructure
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Microsoft Azure and NVIDIA Transform Cloud AI Infrastructure

On March 19, 2026, at the NVIDIA GTC, Microsoft announced a deep integration of Azure with NVIDIA for industrial AI. Updates to Foundry and Azure AI infrastructure focus on inference tasks and real-world deployment. This strengthens Azure's position in the competition with AWS and Google Cloud, where the AI market is growing by 40% annually. It is important for businesses in Central Asia to monitor these shifts to optimize AI costs.

OpenAI and AWS Sign $50 Billion Deal Challenging Azure Exclusivity
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OpenAI and AWS Sign $50 Billion Deal Challenging Azure Exclusivity

Today, March 19, 2026, Microsoft has expressed concern over the partnership between OpenAI and AWS, which involves the exclusive use of AWS as a third-party for distributing the Frontier model. The deal includes $50 billion in investments and 2 GW of Trainium power. This threatens the multi-billion dollar Microsoft-OpenAI partnership and intensifies competition in the cloud AI services market, especially as demand for AI computing grows by 250 GW.

AWS Forecasts $600 Billion Revenue by 2036 Thanks to AI
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AWS Forecasts $600 Billion Revenue by 2036 Thanks to AI

In an internal meeting with Amazon employees, CEO Andy Jassy revealed an ambitious forecast for AWS, doubling the previous estimate from $300 billion to $600 billion in annual revenue. The growth will be driven by demand for AI services and cloud infrastructure. Amazon is investing $200 billion in capital expenditures by 2026, mainly in AI data centers, raising questions from investors about the viability of such spending.

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