Microsoft has secured 485,000 AI chips from Nvidia, significantly more than competitors like Meta and Amazon, as part of its strategy to enhance its AI capabilities.
Under CEO Satya Nadella's leadership, this acquisition positions Microsoft competitively in the AI sector, as demand for advanced Nvidia GPUs surges.
In comparison, Meta purchased 224,000 chips, while Amazon and Google are also increasing their own AI chip usage.
This year, tech giants have invested heavily in data centers equipped with cutting-edge chips, following the success of ChatGPT.
Microsoft, the largest investor in OpenAI, utilizes its Azure cloud infrastructure for training the latest AI models.
Despite Amazon and Google developing their own chips, Microsoft has opted for Nvidia, ordering over three times the number of chips compared to 2023.
Alistair Speirs, Senior Director of Azure Global Infrastructure, emphasized the complexity of building data center infrastructure, which requires years of planning.
Microsoft's investments are expected to lead the tech industry, with an estimated $31 billion in server spending in 2024, according to Omdia.
Nvidia's market value has soared to over $3 trillion this year, although concerns about future growth persist.