Microsoft was Nvidia's biggest purchaser of Hopper chips in 2024, buying 485,000 of them, over twice as many as any other company.
ByteDance and Tencent, Chinese companies, ranked ahead of Meta, Amazon, and Google as Nvidia's biggest customers, each ordering around 230,000 Hopper chips.
Nvidia remains dominant in the AI infrastructure market, while Microsoft's significant purchases can be attributed to its partnership with OpenAI.
The end-user in this scenario does not emerge as the winner, as Nvidia continues to control the market with its high-demand AI chips.