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

Via The Decoder
Monday, Jul 20, 2026 · 4:44PM
Summary

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. The article Nvidia's g

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