Nvidia, Microsoft

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.
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.
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.
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.
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.
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 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
Is Nvidia Stock Hitting A Bear Market? Shares Drop 7% After Microsoft CEO Satya Nadella Signals Shift In AI Chip Demand
Nvidia stock has fallen 17% from its record high on November 21st, entering correction territory and nearing a bear market. The decline followed Microsoft CEO Satya Nadella's remarks on the B2 podcast,
Nvidia Slides Further As Microsoft Signals Shift From AI Chip Shortages: Retail Waiting On Rebound
Nvidia shares slipped over 1% in midday trading Tuesday, on track to extend losses for a fourth consecutive session but failing to dampen retail sentiment. The stock’s slide comes as it continues to trade in correction territory,
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 ...
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?
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 ...
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 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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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 ...
Why Nvidia Stock Rallied on Wednesday
After a dip into correction territory, a couple of new developments appear to be fueling the AI specialist's rise.