Nvidia's grip on AI chips weakens as Microsoft turns to AMD and Anthropic may follow

Technology · en

Nvidia's grip on AI chips weakens as Microsoft turns to AMD and Anthropic may follow

The Decoder · Jul 20, 2026, 4:44 PM UTC

Microsoft is expanding Azure's AI infrastructure with AMD's new Helios platform, which is set to challenge Nvidia's GPU systems in the second half of 2026. A public GitHub profile suggests Anthropic is also testing AMD hardware, putting more pressure on Nvidia's pricing power.…

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