Microsoft Wants to Own the Silicon Under Its AI Empire — And That Changes Everything

Microsoft Wants to Own the Silicon Under Its AI Empire — And That Changes Everything

For years, Microsoft was content to rent its artificial intelligence infrastructure. It leaned on Nvidia’s GPUs, ran OpenAI’s models, and assembled its AI strategy from parts designed and built by others. That era is ending. The company is now making an aggressive, multi-front push to design its own custom silicon, build its own AI models, and reduce its dependence on the very partners that helped it become the most valuable company on Earth. Th…