Core Viewpoint - Microsoft aims to reduce its reliance on Nvidia for artificial intelligence computing [1] Group 1 - Microsoft is exploring alternatives to Nvidia's technology in the AI computing space [1] - The move is part of a broader strategy to diversify its supply chain and enhance its competitive position in the AI market [1]

Core Viewpoint - Nvidia (NVDA.O) is poised to see accelerated growth in AI computing demand as AI agents become mainstream [1] Group 1 - The rise of AI agents is expected to significantly increase the demand for AI computing resources [1] - Nvidia's position in the market is strengthened by its leading technology in AI and machine learning [1] - The company is likely to benefit from the growing adoption of AI across various industries [1]