Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia
By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.
Monday, 12 October 2026
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National Trade News capital-markets note (2026-10-12): By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack. Primary source: original at CNBC Top News (cnbc.com).
Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia
By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.