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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

  • 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.

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