Report: Microsoft and Meta to Receive 3x as Many Nvidia GPUs as Google and Amazon By End of Year

Microsoft, Google, Meta, Amazon, and many other tech companies entered the generative AI race this year. According to market research company Omdia, the generative AI market, which is valued at $6 billion in 2023, could reach $59 billion in 2028.

So far, this generative AI revolution has really benefited Nvidia, the largest supplier of GPUs and dedicated AI chips. According to the latest Cloud and Data Center Market Update from Omdia (via The Register), Microsoft and Meta are on track to receive 150,000 Nvidia H100 Tensor Core GPUs by the end of this year. That’s reportedly 3 times as many GPUs as competitors such as Amazon, Google, and Oracle.

This year, Microsoft has been on a mission to democratize generative AI technology. The company invested billions of dollars into ChatGPT maker OpenAI in recent years, and 2023 saw the launch of various “Copilot” products powered by OpenAI’s technology. Microsoft’s flagship Copilot product, previously named “Bing Chat”, is now integrated into Windows 11 and will soon roll out to Windows 10 users.

While this basic Copilot is free to use, Microsoft is also now offering a paid version named Copilot for Microsoft 365 at $30 per user per month (on top of a Microsoft 365 commercial subscription). At its Ignite conference earlier this month, Microsoft also announced many other new Copilot products such as Copilot for Sales, Copilot for Azure, and Copilot in Microsoft Dynamics 365 Guides.

In the near future, Microsoft and its competitors may be very much interested in reducing their dependence on Nvidia chips. That’s why Microsoft announced Azure Maia and Azure Cobalt at its Ignite conference earlier this month. These are the first two custom Microsoft chipsets that will power the company’s Azure’s AI infrastructure.