Harsh reality check! Microsoft’s Satya Nadella just put Jensen Huang-led Nvidia on notice; here's what he said

Microsoft CEO Satya Nadella warns Nvidia of potential risks due to an oversupply of AI resources. By 2027-2028, Microsoft plans to lease computing power instead of building more, potentially driving down prices. An AI market slowdown and the trend of companies designing in-house chips could also challenge Nvidia's current dominance in AI hardware.