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Nvidia's grip on AI chips weakens as Microsoft turns to AMD and Anthropic may follow
Matthias BastianThe Decoder
AI Summary
Microsoft is expanding Azure's AI infrastructure by partnering with AMD's new Helios platform to challenge Nvidia's GPU dominance, with deployment expected in late 2026. Evidence suggests Anthropic is also testing AMD hardware, indicating a broader shift away from Nvidia's AI chips and threatening its pricing power in the AI infrastructure market.
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