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AI, Microsoft and NVIDIA

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Top News
Overview
 · 1d · on MSN
Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software
SAN FRANCISCO, Jan 26 (Reuters) - Microsoft on Monday unveiled the second generation of its in-house artificial intelligence chip, along with software tools that take aim at one of Nvidia's biggest competitive advantages with developers.

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 · 1d · on MSN
Microsoft’s latest AI chip to reduce reliance on Nvidia
 · 1d · on MSN
Microsoft announces powerful new chip for AI inference
 · 1d
Microsoft Unveils A New AI Inference Accelerator Chip, Maia 200
Microsoft’s new Maia 200 inference accelerator chip enters this overheated market with a new chip that aims to cut the price to serve AI responses.

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 · 1d
Microsoft Announces its Maia 200 AI Accelerator for Datacenters
24/7 Wall St · 2d
Nvidia’s Unspoken Problem: 40% of Revenue Comes From Companies Developing Their Own AI Chips
20don MSN

Nvidia plans DGX Spark software update to turn it into a local AI system

Nvidia plans a major software update that will expand DGX Spark’s role in local AI workloads.
7d

Nvidia: GPUs Don't Matter Anymore (Rating Upgrade)

Nvidia Corporation shifts beyond GPUs to integrated AI systems—software, networking, and the Vera Rubin platform driving success. Click for this NVDA stock update.
SiliconANGLE
1mon

Nvidia and AWS expand partnership with specialized AI hardware and software

Nvidia Corp. and Amazon Web Services Inc. announced the expansion of the two companies’ collaboration on new chip technology, networking, cloud infrastructure and open models and physical AI. Fueling scale-up in infrastructure and custom silicon, AWS ...
AOL
2mon

Nvidia's internal emails reveal a 'fundamental disconnect' with major software clients

Nvidia is facing some challenges in selling its AI enterprise software. Internal emails reveal hurdles with big, highly regulated clients. Despite hiccups, Nvidia is forecasting healthy software sales. Nvidia is navigating some growing pains as its ...
Benzinga.com
22d

Nvidia Takes On Robotaxis With Chips, Software And Big Ambitions

At CES 2026 on Monday, Nvidia said it is working with robotaxi operators to deploy fleets powered by its AI chips and Drive AV software as early as 2027. Xinzhou Wu, Nvidia’s vice president of automotive, said the company expects to enable “Level 4 ...
CNBC
22d

Nvidia wants to power robotaxi fleets with chips, software by 2027

Nvidia said it is working with robotaxi operators in hopes of having them use the company's AI chips and Drive AV software stack to power their fleets of autonomous vehicles as soon as 2027. Around that time, the chipmaker said that it hopes to power ...
12d

'Real nightmare scenario': How Nvidia's China struggles could hurt its competitive edge

“That's the real nightmare scenario,” Seaport analyst Jay Goldberg said.
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