"Microsoft and AMD's AI Partnership Shakes Up Chip Market Competition"

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Source: Seeking Alpha
"Microsoft and AMD's AI Partnership Shakes Up Chip Market Competition"
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TL;DR Summary

Microsoft and AMD are collaborating to develop AI chips, challenging Nvidia's near-monopoly in the AI semiconductor market. Microsoft's partnership with AMD aims to offer an alternative to Nvidia's dominant position in the AI-capable graphics processing unit (GPU) market, with Microsoft providing financial support and working with AMD on a proprietary AI processor named Athena. While Microsoft continues to collaborate closely with Nvidia, the partnership with AMD demonstrates a proactive approach to addressing the urgent processor shortage and securing more of these critical components.

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