At a briefing hosted by Microsoft at the Summit Building of the Seattle Convention Center, Kevin Scott, Microsoft's Chief Technology Officer and Executive Vice President for AI, announced that Microsoft currently employs a combination of NVIDIA and AMD chips, alongside its own custom-developed chips. Nevertheless, the company's long-term vision is to predominantly utilize its in-house chips to power AI data centers, thereby diminishing its reliance on leading chip manufacturers. The fundamental criterion guiding Microsoft's choice of data center chips is to achieve the "highest cost-efficiency per chip."

In 2023, Microsoft unveiled the Azure Maia AI accelerator and the Cobalt central processor, and is now in the process of developing next-generation semiconductor offerings. Alongside rivals Google and Amazon, Microsoft is dedicated to crafting its own bespoke chips to lessen dependence on external vendors and to more precisely cater to its unique requirements. Furthermore, despite the tech behemoths' commitment of over $300 billion in AI investments this year, Scott highlighted that there remains a substantial shortfall in current computing capacity. Although Microsoft is actively expanding its data centers to bolster computational strength, the demand in the market still outstrips supply.