Microsoft bought nearly 500K Nvidia Hopper chips this year
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
AMD and Nvidia Back Musk’s xAI. What It Means for Microsoft, Google and Amazon.
Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.
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 ...
Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...
Elon Musk just gave Nvidia investors one billion reasons to cheer for reported partnership
According to DigiTimes, Musk was involved in a deal between xAI and Nvidia — reportedly personally contacting Nvidia Chief ...
Microsoft is the biggest of the mystery whales buying up Nvidia chips
The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.
Microsoft surges ahead in AI race with massive Nvidia chip acquisition
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...
Microsoft Dominates Nvidia Chip Market, Surpassing U.S. and Chinese Rivals
According to Omdia's analysis of capital spending disclosures and supply chain intel, Nvidia plays a pivotal role in the AI ...
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Microsoft outbuys tech giants with massive Nvidia AI chip orders
Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...
Nvidia unveils GB200 NVL4 with two Grace CPUs and four Blackwell GPUs for modern data center workloads
Nvidia’s GB200 NVL4 boosts mid-range computing with cutting-edge architecture, PCIe connectivity, and energy efficiency for ...
Meet the Magnificent Vanguard ETF With 37.6% of Its Portfolio Invested in Nvidia, Apple, and Microsoft
This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns ...