Microsoft says it wants more of its AI workload on in-house chips

October 1, 2025 · CNBC

Microsoft says it is pushing toward broader use of internally designed silicon in AI datacenters.

The signal comes from a context of tighter AI compute supply and pressure on procurement cycles.

For data-center operators, reducing chip dependence can improve long-term control over cost and delivery.

The move does not imply total self-sufficiency, but a more balanced stack with stronger internal roadmap.

It also aligns with the broader trend of hyperscalers trying to secure every layer of the AI compute chain.

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Microsoft says it is pushing toward broader use of internally designed silicon in AI datacenters.

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