Microsoft trims neocloud partners

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072026-11Microsoft ends Oracle server rental deal, trims neocloud partnersMicrosoft will not renew its 2023 cloud server rental agreement with Oracle and is cutting the number of neoclouds it counts as partners, shifting focus to its own data centers. The moves mark a turn in its AI compute supply chain strategy from broad coverage toward selective partnerships plus in-house buildout.The Information、CNBC Technology