Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.

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.