Microsoft to Rely More on Homegrown AI Chips, Reducing Nvidia Dependence
Microsoft intends to increase its use of internally developed AI chips. This strategic decision aims to lessen the company's reliance on external providers such as Nvidia. The shift could affect Nvidia's future revenue from a major client.
This development signals a potential change in the competitive dynamics of the AI chip market. Microsoft's move towards self-sufficiency could reduce its procurement from leading chip manufacturers. ![]()
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