Microsoft's Technology Chief, Kevin Scott, has stated that the company is experiencing improved access to Nvidia's AI chips, which are used for running artificial intelligence workloads. The market for Nvidia's GPUs is starting to open up, alleviating the previous scarcity caused by high demand. Microsoft, like other tech companies, has been incorporating generative AI into its products and selling the technology to clients, relying heavily on Nvidia's GPUs. Nvidia expects to increase its supply each quarter in the coming year. Scott also mentioned Microsoft's in-house silicon investment, though he did not confirm reports of a custom AI chip.

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