FirstFT: Microsoft buys twice as many Nvidia AI chips as its rivals in 2024

• Broadcom and Marvell are a growing threat to Nvidia as AI-chip needs evolve

  Both Broadcom and Marvell have talked about big potential opportunities for their custom ASIC chips.
  
  MarketWatch - 1h
• 

  Microsoft acquires twice as many Nvidia AI chips as tech rivals

  OpenAI’s biggest backer buys nearly half a million GPUs this year in race to build artificial intelligence systems
  
  Financial Times - 9h

• China wants to dominate in AI — and some of its models are already beating their U.S. rivals

  Chinese AI models are already hugely popular and are keeping pace with — and even surpassing — some U.S. rivals, industry experts told CNBC.
  
  CNBC - 23h

• 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

• Michael Saylor's case for Microsoft buying bitcoin gets rejected by shareholders

  Microsoft investors voted against a proposal to consider diversifying the company's balance sheet by purchasing bitcoin.
  
  CNBC - Dec. 11
• 

  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

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