Nvidia, Microsoft

Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since the comments.
Nvidia stock is in a correction. Microsoft’s CEO may have just said something very worrying.
Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.
Microsoft bought nearly 500K Nvidia Hopper chips this year
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
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 technology consultancy Omdia that were reported in the
Microsoft Dominates Nvidia Chip Market, Surpassing U.S. and Chinese Rivals
According to Omdia's analysis of capital spending disclosures and supply chain intel, Nvidia plays a pivotal role in the AI hardware market. With chip supply constraints easing, Microsoft's aggressive strategy further positions it in the AI arms race while rivals diversify their chip-sourcing strategies.
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.
Microsoft acquired double the Nvidia AI chips as rivals this year, FT says
Microsoft (MSFT) bought twice as many of Nvidia’s (NVDA) flagship chips as its largest rivals in the U.S. and China this year, Tim Bradshaw and
Nvidia's Comeback: AI Chip King Powers Up as Microsoft Goes All In
Microsoft (MSFT) has gone all in, snapping up 485,000 of Nvidia's Hopper chips this yearthat's more than triple what it bought last year. Why? To cement its position as the king of AI infrastructure.
Nvidia is shipping a lot of AI chips to some unexpected companies
As NVDA has trended chiefly downward throughout December, experts have highlighted the threat of rising competition from other chipmakers and the possibility that AI spending may
Microsoft is Nvidia's biggest AI chip buyer of the year, and it's not even close. With ByteDance and Tencent coming out ahead of Zuck, Bezos, and Musk's outfits, too
Yeah, I get it, we already know that Nvidia's sold a motherlode of chips and is laughing its way to the bank. But it hits a ...
Microsoft is the biggest of the mystery whales buying up Nvidia chips
The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.
How Nvidia Stock Could Fall To $65
Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently?
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Accelerating AI for financial services: Innovation at scale with NVIDIA and Microsoft
Always on the cusp of technology innovation, the financial services industry (FSI) is once again poised for wholesale ...
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Nvidia Stock Jumps As Microsoft’s Chip Orders Outpace Rivals: Retail Ignores Google Threat
Nvidia’s shares were up nearly 3% in premarket trade on Wednesday after reports that Microsoft bought twice as many Nvidia ...
Nvidia Stock Limps To Correction Territory As AI Leader’s Post-Election Slump Deepens
Shares of AI chip architect Nvidia are down 6% since Election Day, a far cry from the 10% to 83% returns enjoyed by the other ...
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Have Reports of Nvidia’s Death Been Exaggerated?
To paraphrase Mark Twain, the rumor of Nvidia's (NASDAQ:NVDA) death may have been greatly exaggerated. Slowing growth, supply ...
The words from Microsoft CEO Satya Nadella that became 'bombshell' for Nvidia's stock, the AI industry's biggest growth story of 2024
And of these, one is reported to be a comment of Microsoft CEO Satya Nadella. Nadella recently said that the company has ...