Nvidia, Microsoft

Microsoft is the biggest of the mystery whales buying up Nvidia chips
The vast majority of Nvidia's coveted AI chips are bought by just a handful of the largest tech companies.
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.
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.
Nvidia's Comeback: AI Chip King Powers Up as Microsoft Goes All In
Microsoft (MSFT) has gone all in, snapping up 485,000 of Nvidia's Hopper chips this yearthat's more than triple what it bought last year. Why? To cement its position as the king of AI infrastructure.
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 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 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 acquisitions of its nearest US rivals, based on estimates by tech consultant Omdia quoted by the Financial Times.
Is Nvidia Stock Hitting A Bear Market? Shares Drop 7% After Microsoft CEO Satya Nadella Signals Shift In AI Chip Demand
Nvidia stock has fallen 17% from its record high on November 21st, entering correction territory and nearing a bear market. The decline followed Microsoft CEO Satya Nadella's remarks on the B2 podcast,
Nvidia Slides Further As Microsoft Signals Shift From AI Chip Shortages: Retail Waiting On Rebound
Nvidia shares slipped over 1% in midday trading Tuesday, on track to extend losses for a fourth consecutive session but failing to dampen retail sentiment. The stock’s slide comes as it continues to trade in correction territory,
Nvidia stock rebounds after broad market rout as analysts stay bullish on outlook
Nvidia (NVDA) stock jumped as much as 2.7% early Thursday, as Wall Street analysts reiterated their Buy ratings on the stock ...
Microsoft buys most Nvidia accelerators
Almost half a million Hopper GPUs went to Microsoft in 2024. Chinese companies are also at the forefront.
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Accelerating AI for financial services: Innovation at scale with NVIDIA and Microsoft
Always on the cusp of technology innovation, the financial services industry (FSI) is once again poised for wholesale ...
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 ...
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 ...
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.
Microsoft reportedly acquired the most NVIDIA GPUs compared to its rivals, including Google and Meta, for its AI projects — translating to 485,000 chips and $31 billion i…
A new report by Omdia details that Microsoft bought the most NVIDIA AI chips compared to its competitors, translating to ...
Neural rendering might be Nvidia's next AI trick on RTX 5000
Nvidia board partner Inno3D has outlined the new AI-assisted technologies it plans to showcase at CES 2025 in January, where ...