San Francisco, December 17 (Xinhua) -- According to Omdia, a global market research firm, Microsoft's purchase of NVIDIA Hopper architecture chips for artificial intelligence (AI) in 2024 far exceeds that of Nvidia's second largest customer in the United States, Meta, and even surpasses its cloud computing competitors Amazon and Google, in order to gain an advantage in the competition to build next-generation AI systems.
According to a report by the Financial Times on the 17th, Omdia estimates that Microsoft has purchased 485000 Hopper architecture chips in 2024, far ahead of Nvidia's second largest customer in the United States, Yuan Company, which purchased 224000 chips. Amazon and Google respectively purchased 196000 and 169000 Hopper architecture chips this year.
Two years ago, the stunning debut of ChatGPT by OpenAI in the United States sparked an unprecedented investment boom in the field of artificial intelligence. NVIDIA chips are highly sought after by high-tech companies in the field of artificial intelligence. As OpenAI's largest investor, Microsoft has accelerated its investment in artificial intelligence infrastructure. Microsoft has been very active in the construction of related data centers in recent years.
According to Omdia data, global technology companies are expected to invest approximately $229 billion in server construction by 2024, with Microsoft and Amazon's related capital expenditures of $31 billion and $26 billion, respectively.
Nvidia currently dominates the AI chip market, with its market value soaring to over $3 trillion this year. Omdia stated that major technology companies have also increased their research and use of AI chips in recent years to reduce their dependence on Nvidia chips.