TheTechno Optimist.

Microsoft—OpenAI and Microsoft end exclusive partnership; OpenAI free to license models to competitorsFairwater AI SuperfactoryMicrosoft—Microsoft Fairwater Atlanta datacenter operational; links to Wisconsin via 120k+ miles of AI WANGitHub Copilot (Coding Agent)Microsoft—GitHub Copilot reaches 50 million users; 1 in 3 pull requests now involve an AI agentAzure Cobalt 200Microsoft—Microsoft announces Azure Cobalt 200 CPU with 132 ARM cores, 50% performance improvementAzure Cobalt 200Microsoft—Azure Cobalt 200 VMs enter early access previewMAI Superintelligence ModelsMicrosoft—Microsoft announces seven frontier AI models trained in-house; Superintelligence Team deliversMaia 200Microsoft—Microsoft announces Maia 200 inference chip built on TSMC 3nm with 216GB HBM3e

Fairwater AI Superfactory

by MicrosoftUS

Distributed AI training infrastructure combining Wisconsin and Georgia datacenters. Linked by 120,000+ miles of dedicated AI WAN. Trains frontier-scale models.

DeployStage 4 of 5

Operational Oct 2026. Wisconsin + Atlanta linked by 120,000+ miles AI WAN.

Updated Oct 2026Checked 10 Oct0 updates this week

Milestones

Next · AI WAN fabric linking both sites
  1. Wisconsin Fairwater construction and deployment2026Complete.
  2. Atlanta Fairwater becomes operationalOct 2026Complete.
  3. AI WAN fabric linking both sitesTarget 2026Current milestone.

Most important, last 3 months

Upcoming

  1. 2026AI WAN fabric linking both sites (next)
Primer