Microsoft pays 40% upfront for GPUs

- Industry posts report Microsoft is paying NBIS about 40% upfront on GPU purchases, materially above the typical 15–25% down payments in the market. - The thread says MSFT’s multi-year GPU buy terms and high upfront payments are reshaping vendor negotiation leverage and startup procurement strategies. - Observers argue these procurement terms push startups toward longer commitments and change capex planning for cloud GPU capacity. (x.com) (x.com)