Microsoft purchased twice as lots of Nvidia’s flagship chips as any of its largest rivals within the US and China this yr, as OpenAI’s greatest investor accelerated its funding in synthetic intelligence infrastructure.
Analysts at Omdia, a expertise consultancy, estimate that Microsoft purchased 485,000 of Nvidia’s “Hopper” chips this yr. That put Microsoft far forward of Nvidia’s subsequent greatest US buyer Meta, which purchased 224,000 Hopper chips, in addition to its cloud computing rivals Amazon and Google.
With demand outstripping provide of Nvidia’s most superior graphics processing models for a lot of the previous two years, Microsoft’s chip hoard has given it an edge within the race to construct the subsequent era of AI programs.
This yr, Huge Tech corporations have spent tens of billions of {dollars} on information centres working Nvidia’s newest chips, which have grow to be the most well liked commodity in Silicon Valley because the debut of ChatGPT two years in the past kick-started an unprecedented surge of funding in AI.
Microsoft’s Azure cloud infrastructure was used to coach OpenAI’s newest o1 mannequin, as they race towards a resurgent Google, start-ups comparable to Anthropic and Elon Musk’s xAI, and rivals in China for dominance of the subsequent era of computing.
Omdia estimates ByteDance and Tencent every ordered about 230,000 of Nvidia’s chips this yr, together with the H20 mannequin, a much less highly effective model of Hopper that was modified to satisfy US export controls for Chinese language prospects.
Amazon and Google, which together with Meta are stepping up deployment of their very own customized AI chips as an alternative choice to Nvidia’s, purchased 196,000 and 169,000 Hopper chips respectively, the analysts mentioned.
Omdia analyses corporations’ publicly disclosed capital spending, server shipments and provide chain intelligence to calculate its estimates.
The worth of Nvidia, which is now beginning to roll out Hopper’s successor Blackwell, has soared to greater than $3tn this yr as Huge Tech corporations rush to assemble more and more giant clusters of its GPUs.
Nevertheless, the inventory’s extraordinary surge has waned in latest months amid considerations about slower development, competitors from Huge Tech corporations’ personal customized AI chips and potential disruption to its enterprise in China from Donald Trump’s incoming administration within the US.
ByteDance and Tencent have emerged as two of Nvidia’s greatest prospects this yr, regardless of US authorities restrictions on the capabilities of American AI chips that may be offered in China.
Microsoft, which has invested $13bn in OpenAI, has been essentially the most aggressive of the US Huge Tech corporations in constructing out information centre infrastructure, each to run its personal AI companies comparable to its Copilot assistant and to hire out to prospects via its Azure division.
Microsoft’s Nvidia chip orders are greater than triple the variety of the identical era of Nvidia’s AI processors that it bought in 2023, when Nvidia was racing to scale up manufacturing of Hopper following ChatGPT’s breakout success.
“Good data centre infrastructure, they’re very complex, capital intensive projects,” Alistair Speirs, Microsoft’s senior director of Azure World Infrastructure, informed the Monetary Occasions. “They take multi-years of planning. And so forecasting where our growth will be with a little bit of buffer is important.”
Tech corporations around the globe will spend an estimated $229bn on servers in 2024, based on Omdia, led by Microsoft’s $31bn in capital expenditure and Amazon’s $26bn. The highest 10 consumers of information centre infrastructure — which now embody relative newcomers xAI and CoreWeave — make up 60 per cent of worldwide funding in computing energy.
Vlad Galabov, director of cloud and information centre analysis at Omdia, mentioned some 43 per cent of spending on servers went to Nvidia in 2024.
“Nvidia GPUs claimed a tremendously high share of the server capex,” he mentioned. “We’re close to the peak.”
Whereas Nvidia nonetheless dominates the AI chip market, its Silicon Valley rival AMD has been making inroads. Meta purchased 173,000 of AMD’s MI300 chips this yr, whereas Microsoft purchased 96,000, based on Omdia.
Huge Tech corporations have additionally stepped up utilization of their very own AI chips this yr, as they attempt to scale back their reliance on Nvidia. Google, which has for a decade been creating its “tensor processing units”, or TPUs, and Meta, which debuted the primary era of its Meta Coaching and Inference Accelerator chip final yr, every deployed about 1.5mn of their very own chips.
Amazon, which is investing closely in its Trainium and Inferentia chips for cloud computing prospects, deployed about 1.3mn of these chips this yr. Amazon mentioned this month that it plans to construct a brand new cluster utilizing a whole lot of hundreds of its newest Trainium chips for Anthropic, an OpenAI rival wherein Amazon has invested $8bn, to coach the subsequent era of its AI fashions.
Microsoft, nevertheless, is much earlier in its effort to construct an AI accelerator to rival Nvidia’s, with solely about 200,000 of its Maia chips put in this yr.
Speirs mentioned that utilizing Nvidia’s chips nonetheless required Microsoft to make important investments in its personal expertise to supply a “unique” service to prospects.
“To build the AI infrastructure, in our experience, is not just about having the best chip, it’s also about having the right storage components, the right infrastructure, the right software layer, the right host management layer, error correction and all these other components to build that system,” he mentioned.
Video: AI is reworking the world of labor, are we prepared for it? | FT Working It
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