Microsoft Dominates Nvidia Chip Market, Surpassing U.S. and Chinese Rivals [Yahoo! Finance]
TENCENT HLDGS UNSP/ADR (TCEHY)
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Source: Yahoo! Finance
A technology consultancy, Omdia, said that Microsoft ( MSFT Financial ) significantly outpaced its U.S. and Chinese competitors in winning the Hopper chips Nvidia ( NVDA Financial ) is shipping to customers this year. The tech giant bought an estimated 485,000 Hopper chips, more than double what its nearest U.S. rival, Meta, bought, and significantly ahead of Amazon and Google. Warning! GuruFocus has detected 5 Warning Sign with MSFT. Nvidia's GPUs have been top-of-the-line in the field of AI development, which is its immovable cornerstone. Microsoft's Azure cloud infrastructure is the world's best, and its strategic procurement will ensure the company's victory in the global arms race to create the computing engines feeding next-generation machines. The success of tools such as ChatGPT has driven big expenditures by Big Tech on AI-focused data centers as an investment in artificial intelligence soared. Microsoft led the purchases with 615,000 units, but Chinese firms ByteDance
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