Microsoft Corp. (NASDAQ:MSFT) has reportedly acquired nearly twice as many Nvidia Corp. (NASDAQ:NVDA) AI chips as its closest competitors. This strategic investment is aimed at bolstering its AI capabilities, particularly for its Azure cloud services.
What Happened: Analysts at technology consultancy Omdia estimate that Microsoft has purchased approximately 485,000 of Nvidia "Hopper" AI chips this year.
This acquisition is significant as it doubles the number acquired by its nearest rival, Meta Platforms Inc. (NASDAQ:META), which bought 224,000 chips, Financial Times reported on Wednesday.
The demand for Nvidia's advanced GPUs has surged since the introduction of ChatGPT, prompting tech giants to invest heavily in AI infrastructure. Analysts from Omdia estimate that ByteDance and Tencent each ordered about 230,000 Nvidia chips, including the H20 model, tailored for Chinese markets.
Microsoft's aggressive expansion in AI infrastructure is partly driven by its $13 billion investment in OpenAI. The company aims to leverage its AI capabilities for both internal services and customer offerings through Azure. Despite competition, Microsoft continues to rely on Nvidia's chips while developing its own AI accelerators.
Why It Matters: The acquisition of Nvidia chips by Microsoft underscores the tech giant's strategic focus on enhancing its AI infrastructure. Nvidia's dominance in the AI semiconductor market is well-documented, with CNBC's Jim Cramer emphasizing that no company can rival Nvidia's technological superiority.
Nvidia posted $35.1 billion in revenue in the third quarter, with data center revenue alone reaching $30.8 billion, underscoring its pivotal role in AI infrastructure.
However, Nvidia's chips have faced challenges, such as overheating issues in its Blackwell AI chips, impacting companies like Meta and Microsoft.
Despite these challenges, Nvidia's chips remain integral to AI advancements, and Microsoft's substantial investment reflects its commitment to staying at the forefront of AI technology.
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
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據報道，微軟公司（納斯達克股票代碼：MSFT）收購的英偉達公司（納斯達克股票代碼：NVDA）的人工智能芯片幾乎是其最接近競爭對手的兩倍。這項戰略投資旨在增強其人工智能能力，特別是其Azure雲服務。
發生了什麼：科技諮詢公司Omdia的分析師估計，微軟今年已購買了約48.5萬枚Nvidia 「Hopper」 人工智能芯片。
據《金融時報》週三報道，此次收購意義重大，因爲它是其最接近的競爭對手Meta Platforms Inc.（納斯達克股票代碼：META）收購數量的兩倍，後者購買了22.4萬張芯片。
自ChatGPT推出以來，對英偉達高級GPU的需求激增，這促使科技巨頭對人工智能基礎設施進行大量投資。Omdia的分析師估計，字節跳動和騰訊各訂購了約23萬枚英偉達芯片，包括爲中國市場量身定製的H20型號。
微軟在人工智能基礎設施方面的積極擴張部分是由其對OpenAI的130億美元投資推動的。該公司旨在通過Azure將其人工智能功能用於內部服務和客戶產品。儘管存在競爭，但微軟在開發自己的人工智能加速器時繼續依賴英偉達的芯片。
爲何重要：微軟對Nvidia芯片的收購凸顯了這家科技巨頭對增強其人工智能基礎設施的戰略重點。英偉達在人工智能半導體市場的主導地位有據可查，CNBC的吉姆·克萊默強調，沒有一家公司可以與英偉達的技術優勢相提並論。
英偉達在第三季度公佈了351億美元的收入，僅數據中心收入就達到308億美元，這凸顯了其在人工智能基礎設施中的關鍵作用。
但是，Nvidia的芯片面臨着挑戰，例如其Blackwell AI芯片的過熱問題，這影響了Meta和微軟等公司。
儘管面臨這些挑戰，但英偉達的芯片仍然是人工智能進步不可或缺的一部分，微軟的大量投資反映了其保持在人工智能技術前沿的承諾。
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免責聲明：該內容部分是在Benzinga Neuro的幫助下製作的，並由Benzinga編輯審查和發佈。
圖片來自 Shutterstock
