Microsoft, Meta, OpenAI, and Google are seemingly in a fierce arms race to dominate AI. A new report by Omdia details that Microsoft bought the most NVIDIA AI chips compared to its competitors (via Financial Times). To put this into perspective, the tech giant bought 485,000 NVIDIA Hopper chips, translating to 20% of NVIDIA’s revenue over the past year.
Meta stacks miles behind Microsoft as NVIDIA's second-largest buyer, only buying (224,000 chips) less than half the GPUs Microsoft acquired last year. NVIDIA is arguably the best GPU manufacturer, potentially explaining Microsoft's dependency on its components for its AI efforts. Contextually, NVIDIA GPUs contributed to 43% of the global spending in 2024. Microsoft heavily contributed to this by spending approximately $31 billion on data centers.
