Look what’s happening behind me…
Not a software update. Not a new gadget.
An actual factory — massive, humming, and unlike anything America’s ever seen from them.
We got close. We filmed it.
And what we captured will make you rethink what’s coming next.
Because while everyone assumes Microsoft is just pushing Office and Windows, they’re laying down the foundation for a whole new power structure.
One that I called “Exegesis AI” and that could make or break fortunes in the months ahead.
Don’t just take my word for it - see the footage yourself.
And how to claim a stake!
A MESSAGE FROM OUR PARTNER
Microsoft is no longer building software first. It is building factories—purpose-built infrastructure to manufacture intelligence at industrial scale. The shift is subtle in the headlines but stark in the numbers: a five-year, $9.7 billion GPU supply deal signed in November with IREN, secured power capacity locked down across two continents.
These are not product launches. They are supply-chain plays—moves designed to control who gets compute, when, and where.
Supply as Strategy
Microsoft is buying time—quite literally. Rather than build from scratch and wait two to three years for new facilities, the company is contracting directly with operators like IREN, Lambda, and Nscale to deploy capacity in tranches. Under the IREN contract, Microsoft will receive access to Nvidia GB300 processors across four data-center "Horizon" facilities in Childress, Texas, totaling 200 megawatts of IT load.
Lambda's multi-billion-dollar agreement, announced hours later, follows the same logic: tens of thousands of GPUs deployed on Microsoft's behalf, bypassing the milestone risks and construction delays of traditional builds. These deals carry contractual termination clauses tied to delivery schedules, transforming cloud partnerships into quasi-supply guarantees.
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Geography & Power
The UAE is Microsoft’s most visible offshore bet. On Nov. 5, Microsoft and Abu Dhabi-based G42 announced a 200-MW data-center expansion via Khazna, due online before end-2026—part of roughly $15B in UAE investment through 2029, in a jurisdiction where Microsoft has export approval for advanced Nvidia chips. Power and sovereign-cloud posture are both in play.
Back in the U.S., Wisconsin remains the flagship site. Microsoft has committed over $7B to the Mount Pleasant AI campus, slated to begin coming online in early 2026, with a second phase targeted by 2028. Texas and Northern Virginia—traditional cloud hubs—are still tight on capacity into mid-2026 despite ongoing buildouts.
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What Control Looks Like Now
CEO Satya Nadella frames the strategy as building a "planet-scale cloud and AI factory"—a term that collapses infrastructure and product into a single flywheel. In recent remarks, he described the company's approach as operating a "token factory": continuously modernizing hardware to optimize intelligence output per watt, per GPU, per dollar of depreciation.
Microsoft has improved token throughput for GPT-4.1 and GPT-5 by more than 30 percent per GPU during the most recent quarter, according to company disclosures. That gain is software optimization layered over hardware velocity—a compounding advantage unavailable to firms without both.
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The durable edge now sits in reserved capacity, secured power, and the speed to refresh clusters ahead of demand. Constraints are projected to persist into mid-2026, with hardware occasionally idled while power comes online. The firms that control compute, power, and placement will set the pace of this cycle. The shift stays quiet; the scale does not.
Deniss Slinkins,
Global Financial Journal
