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

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

Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.

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 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 (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's aggressive expansion in AI infrastructure is partly driven by its $13 billion investment in OpenAI.

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