"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since the comments.

Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from technology consultancy Omdia that were reported in the

According to Omdia's analysis of capital spending disclosures and supply chain intel, Nvidia plays a pivotal role in the AI hardware market. With chip supply constraints easing, Microsoft's aggressive strategy further positions it in the AI arms race while rivals diversify their chip-sourcing strategies.

Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying 485,000 Nvidia Hopper chips this

As NVDA has trended chiefly downward throughout December, experts have highlighted the threat of rising competition from other chipmakers and the possibility that AI spending may