Core Viewpoint - Major tech companies, including Microsoft, are shifting towards self-developed chips to reduce reliance on traditional suppliers like NVIDIA and AMD, aiming for a more autonomous and controllable technology ecosystem [1][3]. Group 1: Strategic Shift to Self-Developed Chips - Microsoft plans to primarily use self-developed chips in its data centers, marking a significant strategic shift in its overall data center system design [3]. - The move is part of a broader trend among major cloud service providers seeking customized solutions to meet specific business needs, driven by the rapid development of artificial intelligence technology [3][4]. Group 2: Investment in AI and Chip Development - In 2023, Microsoft launched the Azure Maia AI accelerator and Cobalt CPU, specifically designed for AI workloads, which have been widely adopted in its data centers [3]. - Tech giants, including Meta, Amazon, Alphabet, and Microsoft, have committed over $300 billion in capital expenditures this year, with a significant portion allocated to artificial intelligence to meet the growing market demand [3]. Group 3: Industry Trends and Implications - The shift to self-developed chips is not only driven by cost and performance considerations but also by strategic concerns regarding supply chain security and business customization [4]. - This trend is expected to reshape the global semiconductor industry landscape as more companies follow suit [4].