A new report by Omdia details that Microsoft bought the most NVIDIA AI chips compared to its competitors, translating to ...

While Blackwell GPUs are already shipping in 2024, management noted that demand far outpaces production capacity, and ...

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

Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...

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

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

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

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

Nvidia experienced a memorable 2024 in some ways, and certainly CEO Jensen Huang won’t forget the year in which his company ...

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

The nature of Artificial Intelligence developments is such that whoever sits on vast amounts of data or has the highest speed ...

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