Microsoft says it wants to rely more on its own AI chips

October 1, 2025 · CNBC

Microsoft discussed a strategy to use more of its own silicon in AI data centers.

Microsoft said it continues to rely on multiple chip suppliers while indicating a long-term tilt toward its own AI chips in data centers.

This reflects a recurring industry pressure point: vertical control can improve cost and optimization if execution remains on pace.

The move could shift workload mix strategy, especially where performance-per-dollar and reliability are both critical.

The announcement came amid an environment where software performance and silicon availability are jointly shaping AI economics.

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Microsoft discussed a strategy to use more of its own silicon in AI data centers.

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