Daybreak Can an army of Indian engineers help Microsoft take on Nvidia?
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Feb 6, 2025 Abhirami G, a Ken reporter specializing in Microsoft's AI chip strategy, joins the conversation to discuss the tech giant's bold move to recruit silicon engineers from India. The talk dives into how Nvidia's market dominance is reshaping competition, pushing Microsoft to innovate in chip design. They explore the new roles of engineers in ensuring efficient Azure services and the growing need for alternatives to Nvidia's GPUs in the AI landscape. Join them as they unravel the shifts in tech dynamics and Microsoft's strategic pivot.
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Nvidia's Absence and DeepSeek's Impact
- Big Tech CEOs, except for Nvidia's Jensen Huang, attended Trump's inauguration.
- A week later, DeepSeek launched a low-cost AI assistant, impacting Nvidia's market cap.
Microsoft's Challenge to Nvidia
- Microsoft is challenging Nvidia's AI chip monopoly by developing its own chips, Maya and Cobalt.
- This effort is fueled by Microsoft's India unit, leveraging India's chip design talent.
Microsoft's Unusual Hardware Focus
- Microsoft surprised many by seeking silicon hardware engineers, a role not typically associated with the software giant.
- Even within Microsoft, many were unaware of this hardware initiative.