Microsoft & Nvidia
112 shared events · Importance 23 · Last updated Jul 05, 2026
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Microsoft is a massive customer of Nvidia's AI accelerators for its Azure cloud and Windows PCs, while simultaneously developing custom silicon to reduce its reliance on the chipmaker.
Tech
Microsoft: Microsoft — Microsoft Azure now offers Anthropic's Claude AI models, enhancing its cloud AI capabilities and attracting more enterprise customers seeking high-performance AI solutions. This strengthens Microsoft's position in the competitive cloud and AI markets.
Nvidia: Nvidia's GB300 Blackwell Ultra GPUs and Quantum-X800 InfiniBand networking are powering Anthropic's Claude models on Microsoft — Microsoft Azure, showcasing Nvidia's hardware as a critical component for advanced enterprise AI. This partnership drives demand for Nvidia's high-performance AI infrastructure.
Jun 29, 2026 · 6 articles
International
Microsoft: Microsoft's Vice Chair, Brad Smith, is a member of the AI for Good Global Commission, contributing to shaping AI policy.
Nvidia: Nvidia's CEO, Jensen Huang, is a member of the AI for Good Global Commission, bringing expertise in AI development and infrastructure.
Jul 03, 2026 · 13 articles
Business
Microsoft: Microsoft's stock declined, acting as a significant drag on the broader market due to its influence as a tech heavyweight.
Nvidia: Nvidia's stock continued its decline, reflecting concerns about the stretched valuations of AI-focused companies.
Jun 16, 2026 · 56 articles
Business
Microsoft: Microsoft's stock price increased due to a shift in investor sentiment towards AI software and a new five-year partnership with Haleon to expand AI and analytics capabilities.
Nvidia: Nvidia is mentioned as an example of an AI chip stock that investors are moving out of, indicating a shift in capital away from AI hardware towards AI software.
Jun 26, 2026 · 6 articles
Domestic
Microsoft: Microsoft is mentioned as one of the Magnificent 7 companies in the Dow Jones Industrial Average, underscoring its market significance.
Nvidia: Nvidia saw a slight rise after previous losses, highlighting the volatility and influence of big tech on the market.
Jun 24, 2026 · 7 articles
Business
Microsoft: Microsoft is the subject of Michael Burry's bullish investment, with his bet suggesting a significant upside for its stock price due to its accelerating business in cloud computing and AI.
Nvidia: Nvidia is mentioned as one of the 'crowded AI favorites' that Michael Burry has been shorting, contrasting with his long position in Microsoft.
Jun 27, 2026 · 6 articles
Business
Microsoft: Microsoft shares were down, contributing to the drag on tech-heavy indices.
Nvidia: Nvidia shares were down, reflecting broader concerns about tech valuations.
Jun 24, 2026 · 57 articles
Business
Microsoft: Microsoft is a major tech firm participating in Anthropic's Claude (language model), using the Myth model for cybersecurity. The policy change allows Microsoft to share its findings more broadly, potentially improving its security posture and contributing to wider industry defense.
Nvidia: Nvidia is a major tech firm participating in Anthropic's Claude (language model), using the Myth model for cybersecurity. The policy change allows Nvidia to share its findings more broadly, potentially improving its security posture and contributing to wider industry defense.
May 18, 2026 · 6 articles
Tech
Microsoft: Microsoft is mentioned as a technology giant that has also pursued custom chip strategies for AI. OpenAI's Jalape
no chip will be deployed in data centers operated by Microsoft and other partners.
Nvidia: Nvidia faces increased competition and potential long-term pressure on its pricing power as OpenAI, a major customer, develops its own custom AI chips to reduce dependence on Nvidia's GPUs for inference workloads. While OpenAI will continue to use Nvidia chips for some tasks, this development signals a shift in the AI hardware landscape.
Jun 24, 2026 · 52 articles
International
Microsoft: Microsoft, a heavy investor in AI, rose 0.7%, reducing its monthly loss and contributing to the positive movement in AI stocks.
Nvidia: Nvidia rose 1.6%, trimming its loss for the month and acting as a strong force lifting the S&P 500, indicating a recovery in AI stocks.
Jun 30, 2026 · 8 articles
Business
Microsoft: Microsoft, through its Azure cloud service, is another major competitor that Meta Platforms would face in the cloud computing market.
Nvidia: Nvidia's Vera Rubin chips are part of the large-scale deployments in Meta Platforms' deal with Nebius Group, underscoring the critical role of advanced hardware in the AI infrastructure Meta is building.
Apr 20, 2026 · 31 articles
Business
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
Business
Microsoft: Microsoft is a hyperscale cloud provider that uses SK Hynix's HBM chips in its AI systems.
Nvidia: Nvidia is a major customer of SK Hynix's high-bandwidth memory (HBM) chips, which are crucial for its AI GPUs. The two companies also have a multiyear partnership to co-develop next-generation AI memory technologies.
Jul 05, 2026 · 8 articles
Business
Microsoft: Microsoft is mentioned as a rival in the cloud and AI business, with its AI business having crossed a $13 billion annual revenue run-rate, providing a comparative context for Amazon (company)'s performance.
Nvidia: Nvidia is referenced as a provider of costly AI chips, which Amazon (company) and other tech companies are seeking to reduce dependence on by developing their own custom processors.
Apr 09, 2026 · 7 articles
Business
Microsoft: Microsoft is a partner with OpenAI for installing custom chips in large-scale data centers. Anthropic is also studying processors developed by Microsoft as it evaluates approaches to expanding its computing infrastructure.
Nvidia: Nvidia is currently the dominant supplier of AI processors, but the development of custom chips by companies like Anthropic, OpenAI, Alphabet Inc., and Amazon could gradually reduce the industry's reliance on its hardware.
Jul 02, 2026 · 23 articles
Business
Microsoft: Microsoft has deals with Crusoe Energy Systems for AI computing power.
Nvidia: Nvidia was an investor in Crusoe Energy Systems's previous Series E funding round.
Apr 20, 2026 · 6 articles
Business
Microsoft: Microsoft is partnering with Adobe Inc. to ensure its new AI system works across different platforms.
Nvidia: Nvidia is partnering with Adobe Inc. to ensure its new AI system works across different platforms.
Apr 20, 2026 · 6 articles
Business
Microsoft: Microsoft is mentioned as one of the 'Big Tech' companies pursuing capital-intensive AI systems that rely on massive data centers, a model Reeltime.tv is challenging.
Nvidia: Nvidia is mentioned as one of the 'Big Tech' companies pursuing capital-intensive AI systems that rely on massive data centers, a model Reeltime.tv is challenging.
Jun 10, 2026 · 7 articles
Business
Microsoft: Microsoft is among the major tech companies expanding AI infrastructure, contributing to the surge in demand for memory chips.
Nvidia: Nvidia is an AI chip company that has benefited from memory makers like Micron Technology prioritizing its orders, contributing to the memory shortage for consumer electronics.
Jun 17, 2026 · 185 articles
Business
Microsoft: Microsoft is a company where Manuvir Das previously held a senior leadership position, indicating his relevant experience in the tech industry.
Nvidia: Nvidia is mentioned as a company that needs critical technology, highlighting the demand for memory and storage solutions that Western Digital — Sandisk and Western Digital provide. Manuvir Das, a former senior leader at Nvidia, was appointed to Western Digital's board.
Apr 20, 2026 · 30 articles
Business
Microsoft: Microsoft is mentioned as another cloud provider with whom OpenAI has significant agreements, highlighting the competitive landscape for Oracle Corporation.
Nvidia: Nvidia supplies graphics processing units (GPUs) to Oracle Corporation for its AI data centers, which are crucial for AI training and inference workloads.
Jun 14, 2026 · 13 articles
International
Microsoft: Microsoft's Vice President for Europe, Middle East, and Africa, Jeff Bullwinkel, mentioned that Ukrainian data was moved to data centers across Europe after the invasion to protect it from Russian strikes, illustrating the shift in Ukraine's digital systems.
Nvidia: Nvidia's Central and Eastern Europe business development director, Patrycja Sokalska-Pomacho, noted Ukraine's lack of computing infrastructure to retain the value of its operational, cultural, and language data domestically.
Jun 26, 2026 · 20 articles
Tech
Microsoft: Microsoft is listed as a technology partner supporting the Nutanix Cloud Platform solution.
Nvidia: Nvidia GTC 2026 was the event where the Nutanix Agentic AI solution was initially announced, indicating a connection between Nutanix's AI strategy and Nvidia's ecosystem.
Apr 07, 2026 · 13 articles
Business
Microsoft: Microsoft is mentioned as a benchmark, as SpaceX's market capitalization briefly surpassed it, highlighting the initial high valuation of SpaceX.
Nvidia: Nvidia is mentioned as a past example of a successful investment opportunity, used for comparison with SpaceX's current market situation.
Jun 23, 2026 · 23 articles
Business
Microsoft: Microsoft is mentioned as a benchmark, with SpaceX briefly becoming more valuable than it during its rally.
Nvidia: Nvidia was among the high-flying technology giants affected by the widespread tech sell-off, indicating a broader market trend that impacted SpaceX and Tesla, Inc..
Jun 24, 2026 · 9 articles
Business
Microsoft: Microsoft's AI model investments are mentioned as a comparison to Meta Platforms' spending.
Nvidia: Nvidia's RTX Spark chip is mentioned as powering Meta Platforms' hardware push, indicating its role as a supplier.
Apr 20, 2026 · 132 articles
Business
Microsoft: Microsoft is mentioned as one of the few companies that have previously crossed the $4 trillion market capitalization threshold, alongside Alphabet Inc.
Jan 12, 2026 · 7 articles
Business
Nvidia: Nvidia is investing up to $100 billion in OpenAI and will be its preferred strategic compute and networking partner for AI factory expansion. This partnership is expected to boost Nvidia's stock and solidify its position in the AI chip market.
Sep 22, 2025 · 14 articles
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