Nvidia and Microsoft, Part 1 - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy
www.chipstrat.com
Microsoft 365 Copilot and GitHub Copilot on Nvidia GPUs ain't cheap. CapEx and OpEx will continue to rise, compelling Microsoft to explore a switch from GPUs to AI ASICs.
Nvidia and Microsoft, Part 1 - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy
Nvidia and Microsoft, Part 1 - The Impact of…
Nvidia and Microsoft, Part 1 - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy
Microsoft 365 Copilot and GitHub Copilot on Nvidia GPUs ain't cheap. CapEx and OpEx will continue to rise, compelling Microsoft to explore a switch from GPUs to AI ASICs.