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Microsoft Just Took Its Biggest Step Toward Independence From Nvidia

Source: 247wallst.com

Technology & InnovationAntitrust & CompetitionArtificial IntelligenceCompany Fundamentals
Microsoft Just Took Its Biggest Step Toward Independence From Nvidia

Microsoft announced a chip that could eventually threaten billions of dollars in Nvidia’s established revenue stream. The article says the full consequences for both companies are not expected to arrive until 2027; it provides no revenue estimate or near-term market reaction.

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