Microsoft backed a tiny hardware startup that just launched its first AI processor that does inference without GPU or expensive HBM memory and a key Nvidia partner is ...
Microsoft-backed d-Matrix launches Corsair, an AI processor offering efficient inference, GPU independence, and support for ...
Prediction: Nvidia Will Become the First $4 Trillion Stock in 2025
Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could ...
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Microsoft outbuys tech giants with massive Nvidia AI chip orders
Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...
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: Backdated Azure Growth And Pricing Discounts Make The Stock Less Attractive
Azure faces supply constraints and likely market share loss, and Microsoft's custom AI chip development lags behind ...
Nvidia: A Reality Check On The Broadcom Risk
Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...
Microsoft Scoops Up 485,000 Nvidia AI Chips, Twice As Many As Its Closest Rival Meta: Report
Microsoft's aggressive expansion in AI infrastructure is partly driven by its $13 billion investment in OpenAI.
Nvidia in 2024: year in review
Nvidia experienced a memorable 2024 in some ways, and certainly CEO Jensen Huang won’t forget the year in which his company ...
Microsoft buys most Nvidia accelerators
Almost half a million Hopper GPUs went to Microsoft in 2024. Chinese companies are also at the forefront.