Microsoft acquires twice as many Nvidia AI chips as tech rivals

OpenAI’s biggest backer buys nearly half a million GPUs this year in global race to build artificial intelligence systems

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Nvidia stock is in a correction. Microsoft’s CEO may have just said something very worrying.

Satya Nadella, Microsoft’s CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.
MarketWatch - 11h
Geopolitics and AI will affect the chip industry in 2025 | KPMG

AI is making semiconductor leaders more optimistic about 2025, but headwinds could come from geopolitical and talent retention concerns.
VentureBeat - 1d
Nvidia’s stock misses out on the big chip rally after Broadcom earnings

One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.
MarketWatch - 4d
Protected: Nvidia unveils next-gen AI and industrial digitalization capabilities at Microsoft Ignite

Together, Nvidia and Microsoft are helping businesses unleash the full potential of AI, driving more efficiencies and transformation.
VentureBeat - 5d
Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws

Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected violations of Chinese anti-monopoly laws
ABC News - Dec. 9
Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders

Amazon, Advanced Micro Devices and several start-ups are beginning to offer credible alternatives to Nvidia’s chips, especially for a phase of A.I. development known as “inferencing.”
The New York Times - Dec. 3
Apple says it uses Amazon's custom AI chips

Apple is currently using Amazon Web Services' custom AI chips for services like searching and will evaluate if its latest AI chip can be used to pre-train its AI models like Apple Intelligence.
CNBC - Dec. 3
This bank’s outrageous predictions include the dollar tanking and Nvidia becoming twice the size of Apple

Denmark’s Saxo Bank annually produces their outrageous predictions -– which is their attempt to create unlikely-but-plausible forecasts, to spark discussion and challenge consensus.
MarketWatch - Dec. 3
Microsoft faces £1 billion lawsuit in UK for allegedly overcharging rival cloud firms' customers

Microsoft was accused of unfairly overcharging customers of rival cloud companies including Amazon, Google and Alibaba Cloud in a U.K. lawsuit filed Tuesday.
CNBC - Dec. 3

Microsoft acquires twice as many Nvidia AI chips as tech rivals

Topics

Related

Nvidia stock is in a correction. Microsoft’s CEO may have just said something very worrying.

Geopolitics and AI will affect the chip industry in 2025 | KPMG

Nvidia’s stock misses out on the big chip rally after Broadcom earnings

Protected: Nvidia unveils next-gen AI and industrial digitalization capabilities at Microsoft Ignite

Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws

Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders

Apple says it uses Amazon's custom AI chips

This bank’s outrageous predictions include the dollar tanking and Nvidia becoming twice the size of Apple

Microsoft faces £1 billion lawsuit in UK for allegedly overcharging rival cloud firms' customers

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