Microsoft is planning $80 billion on AI capital expenditures in 2025. Other companies are following with large commitments. These capital expenditures should benefit Nvidia in 2025, although its ...

Microsoft is building its own custom AI chips, too, called Microsoft bought more than twice as many Nvidia Hopper chips this year than any of its biggest rivals.

Microsoft has introduced its first dedicated chips for AI in the cloud at its Ignite 2023 developer event. Two new processors, to support services like OpenAI and Copilot, are expected to launch ...

Nvidia stock was dropping again early Thursday. Artificial-intelligence spending commitments from Microsoft and Meta Platforms weren’t doing much to offset fears over cheaper AI development and curbs ...