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News›Microsoft to Rely More on Homegrown AI Chips, Reducing Nvidia Dependence

Microsoft to Rely More on Homegrown AI Chips, Reducing Nvidia Dependence

Hyperdash News|10/12/2026 13:13 UTCEquities

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.

xyz:NVDA
NVIDIA Corp. has given back -0.02% on Hyperdash since the news, with
xyz:MSFT
Microsoft Corp.
down -0.01%.

SourcesCNBC

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