✉news TechnologyAI first seen 20 h ago, last 8 min ago, peak #1
Microsoft to scale up its own AI chips, easing Nvidia reliance
Original: Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia
Microsoft is planning to rely more on AI chips it developed in-house, reducing its dependence on Nvidia's processors for its data centers and AI services. The move follows a broader industry push among major cloud providers, including Google and Amazon, to design custom silicon to cut costs and secure supply amid soaring demand for AI computing power.
Why now: Nvidia dominates the AI chip market, so any large customer shifting to its own hardware has major implications for the semiconductor industry and AI costs.
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