Microsoft to Rely More on Homegrown AI Chips, Reducing Dependence on Nvidia
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Microsoft plans to rely more on homegrown AI chips, reducing dependence on Nvidia.
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关注微软自研芯片的实际效果及其对云计算成本和市场份额的影响，同时观察英伟达的市场反应。短期内对英伟达可能存在心理层面影响，但长期仍需看其技术壁垒和市场领导力。
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