Reports from Omdia or similar market analysts on AI chip acquisitions

Microsoft Acquires 485,000 Nvidia AI Chips, Double 224K Meta, 196K Google, and 169K Amazon

Dec 18, 2024, 01:37 PM

Microsoft has significantly outpaced its competitors in acquiring Nvidia's AI chips, purchasing 485,000 of the Hopper GPUs in 2024. This figure is more than double that of its nearest rivals, with Meta acquiring 224,000, Google purchasing 196,000, and Amazon securing 169,000. The data comes from analysts at Omdia, highlighting Microsoft's strong position in the AI market as it continues to invest heavily in technology to bolster its cloud services and AI capabilities. The acquisition reinforces Microsoft's leadership in the AI sector, as the company aims to enhance its offerings in a competitive landscape. Meanwhile, Nvidia's GB200 server mass production and peak shipments are facing delays, expected to push into the second and third quarters of 2025, which could impact supply chains as demand for advanced AI technology grows.