Sou Hu Cai Jing·2025-10-03 09:23Core Viewpoint - Microsoft aims to primarily use its own chips in data centers to reduce reliance on major companies like Nvidia and AMD [1][3][5] Group 1: Chip Strategy - Microsoft has been using Nvidia and AMD chips in its data centers, focusing on selecting the right silicon for optimal cost-effectiveness [3][5] - The company has launched AI-specific chips like the Azure Maia AI accelerator and Cobalt CPU, and is developing next-generation semiconductor products [5][6] - Microsoft is implementing a new cooling technology to address chip overheating issues [5] Group 2: Industry Context - Major cloud computing players, including Microsoft, Google, and Amazon, are designing their own chips to enhance efficiency and reduce dependence on Nvidia and AMD [6] - Tech giants, including Meta, Amazon, Alphabet, and Microsoft, have committed over $300 billion in capital expenditures this year, primarily focused on AI investments [6] Group 3: Capacity Challenges - There is a significant shortage of computing capacity, exacerbated since the launch of ChatGPT, with Microsoft struggling to build enough capacity to meet demand [7] - Despite ambitious forecasts, Microsoft has found its data center capacity deployments insufficient to satisfy the growing needs [7]