At the end of May, Microsoft was its largest position at 16.7%, followed by Apple at 15.9%, and Nvidia at 14%. Given Nvidia's strong June performance so far, it could very well be its top position ...

As reported by the Financial Times, the tech consultancy Omdia estimates that Nvidia's biggest purchaser of Hopper chips in 2024 was Microsoft, who bought 485,000 of them, this being over twice as ...

In a close fight, Nvidia (NVDA) rose last week to briefly overtake Microsoft (MSFT) as the top company in the world by market capitalization. Shares are up more than 22% in the past month and have ...

NVIDIA GPUs and NVIDIA Triton Inference Server™ help serve AI inference predictions in Microsoft Copilot for Microsoft 365. Copilot for Microsoft 365, soon available as a dedicated physical keyboard ...

At GTC this week, Nvidia talked up plans to work with Microsoft to add its AI to Microsoft 365. For this columnist, that would be most welcome news.

Microsoft and Nvidia want to help developers run and configure AI models on Windows. While Microsoft is rolling out Windows AI Studio, Nvidia announced TensorRT-LLM now supports RTX-powered PCs.

Microsoft has soared to the top of the software part of the market, while Nvidia dominates in hardware. These companies have solid long-term outlooks, making their stocks attractive options right now.

Microsoft has struck a deal to bring "Call of Duty" and other Activision games to Nvidia's platform, if it is allowed to complete its $69B Activision acquisition.

Microsoft will soon make it easier for Windows 11 users to use classic Outlook without switching between apps. According to Windows Latest, the update will start rolling out in mid-May to address ...

Microsoft and NVIDIA have announced a 10-year partnership on Tuesday to make Xbox PC games available on NVIDIA’s cloud gaming service, GeForce NOW™. The service currently has over 25 million ...

Price-to-earnings (P/E) ratio is a helpful metric to determine value. Microsoft's P/E of 36 is vastly lower than Nvidia's 220, suggesting that the Windows company is by far the better value.

Microsoft is Nvidia's biggest AI chip buyer of the year, and it's not even close. With ByteDance and Tencent coming out ahead of Zuck, Bezos, and Musk's outfits, too Story by Jacob Fox • 6mo ...