Nvidia, Microsoft

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 the comments.
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.
Microsoft buys most Nvidia accelerators
Almost half a million Hopper GPUs went to Microsoft in 2024. Chinese companies are also at the forefront.
Microsoft acquires twice as many Nvidia AI chips as tech rivals
Microsoft bought twice as many of Nvidia’s flagship chips as any of its largest rivals in the US and China this year, as OpenAI’s biggest investor accelerated its investment in artificial intelligence infrastructure.
Microsoft acquired double the Nvidia AI chips as rivals this year, FT says
Microsoft (MSFT) bought twice as many of Nvidia’s (NVDA) flagship chips as its largest rivals in the U.S. and China this year, Tim Bradshaw and
Nvidia is shipping a lot of AI chips to some unexpected companies
As NVDA has trended chiefly downward throughout December, experts have highlighted the threat of rising competition from other chipmakers and the possibility that AI spending may
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.
Microsoft is Nvidia's biggest AI chip buyer of the year, and it's not even close. With ByteDance and Tencent coming out ahead of Zuck, Bezos, and Musk's outfits, too
Yeah, I get it, we already know that Nvidia's sold a motherlode of chips and is laughing its way to the bank. But it hits a ...
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 buys twice as many Nvidia AI chips as its biggest rivals - report
Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.
Insider Monkey on MSN2d
Nvidia’s (NVDA) Dependence On Microsoft (MSFT) Is A Non-Issue With Its Tech Dominance
The nature of Artificial Intelligence developments is such that whoever sits on vast amounts of data or has the highest speed ...
Nvidia Stock Limps To Correction Territory As AI Leader’s Post-Election Slump Deepens
Shares of AI chip architect Nvidia are down 6% since Election Day, a far cry from the 10% to 83% returns enjoyed by the other ...
Microsoft Outpaces Rivals with 485,000 Nvidia AI Chip Orders, Solidifying AI Leadership
OpenAI backer Microsoft ( NASDAQ:MSFT) bought 485,000 Nvidia ( NASDAQ:NVDA) Hopper AI chips in 2024, more than twice the ...
Why Nvidia Stock Rallied on Wednesday
After a dip into correction territory, a couple of new developments appear to be fueling the AI specialist's rise.