Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could ...

Nvidia has become one of the world's most valuable companies thanks to strong demand for its artificial intelligence (AI) ...

Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...

Azure faces supply constraints and likely market share loss, and Microsoft's custom AI chip development lags behind ...

Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...

"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...

Almost half a million Hopper GPUs went to Microsoft in 2024. Chinese companies are also at the forefront.

Microsoft's aggressive expansion in AI infrastructure is partly driven by its $13 billion investment in OpenAI.