- Microsoft bought almost half one million of Nvidia’s flagship Hopper chips in 2024
- TikTok’s father or mother firm, ByteDance, and Tencent purchased nearly as a lot
- That is greater than Meta, Tesla/xAI, Amazon and Google
Chinese language cloud giants Tencent and TikTok’s father or mother firm ByteDance have been the foremost consumers of Nvidia‘s flagship AI chips in 2024, coming second solely to Microsoft, in line with a report from Omdia and evaluation from the Monetary Instances.
The 2 Chinese language firms ordered roughly 230,000 of Nvidia’s Hopper GPUs every, together with the H20 mannequin which has been developed to stick to strict US export restrictions for China.
The report reveals that Microsoft purchased 485,000 Hopper chips in 2024, far forward of its opponents.
Chinese language affect
“Good knowledge heart infrastructure, they’re very advanced, capital-intensive initiatives,” Alistair Speirs, Microsoft’s senior director of Azure International Infrastructure, informed the Monetary Instances. “They take multi-years of planning. And so forecasting the place our progress might be with slightly little bit of buffer is essential.”
In distinction, Meta purchased 224,000 Hopper GPUs in 2024, adopted by Amazon and Google with 196,000 and 169,000 models, respectively. All three tech giants are more and more transferring away from reliance on Nvidia {hardware} by growing their very own in-house customized silicon. The FT says Google deployed 1.5 million TPUs, Meta 1.5 million MTIA chips, and Amazon 1.3 million Trainium and Inferentia chips, whereas Microsoft, nonetheless in its early levels, put in round 200,000 Maia chips.
In accordance with Omdia, Nvidia captured 43 % of server {hardware} spending in 2024, however AMD additionally carried out strongly, with Microsoft buying 96,000 of its Intuition MI300 chips and Meta buying 173,000.
Whereas Microsoft leads comfortably in GPU acquisitions, the substantial investments made by ByteDance and Tencent mirror the dedication of Chinese language companies to safe a powerful place within the AI race – a momentum that’s anticipated to hold into 2025.
In outspending Google, Meta, Tesla/xAI and Amazon in models bought, the 2 Chinese language firms have proven they’ll compete with the most important of the American tech giants, regardless of the numerous challenges posed by the continued commerce restrictions that are anticipated to accentuate even additional beneath the Trump administration.