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✉news TechnologySemiconductors first seen 20 h ago, last 3 h ago, peak #4

Microsoft prepares to deploy gigawatts of its own chips

Original: Microsoft prepares to put gigawatts of its chips in data centers

Microsoft is preparing to install gigawatts' worth of its own custom chips across its data centers, according to reports from Bloomberg and the Seattle Times. The move marks a major scaling-up of Microsoft's in-house silicon program and would reduce its reliance on outside chip suppliers as demand for AI computing capacity surges.

Why now: Microsoft's shift toward its own chips at massive scale signals intensifying competition in the AI infrastructure and semiconductor race.

MicrosoftBloombergThe Seattle Times

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