Nvidia & Microsoft
81 shared events · Importance 33 · Last updated May 15, 2026
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Regulatory
Nvidia: Nvidia, a chipmaker, is new to working with the United States — United States Department of Defense in classified environments and will provide its open-source AI models to enhance military capabilities.
Microsoft: Microsoft will provide its AI resources to the United States — United States Department of Defense for use in classified military systems, contributing to enhanced warfighter decision-making.
Apr 28, 2026 · 51 articles
Business
Nvidia: Nvidia's Rubin GPUs are being deployed in large numbers, indicating strong demand for its advanced AI hardware.
Microsoft: Microsoft is the recipient of the large-scale GPU deployment, benefiting from enhanced AI compute capabilities for its European customers.
May 05, 2026 · 6 articles
Business
Nvidia: Nvidia became the first publicly traded company to reach a $4 trillion market valuation, driven by its dominant position in AI chip manufacturing and strong financial performance. This milestone solidifies its role as a key player in the AI revolution.
Microsoft: Microsoft was also surpassed by Nvidia in market valuation, though it remains the second-largest U.S. company. It is a significant customer of Nvidia's chips for its AI models and cloud services, and is expected to cross the $4 trillion threshold soon.
Jul 09, 2025 · 28 articles
International
Nvidia: Nvidia has agreed to new terms with the United States — United States Department of Defense, providing greater license for the use of its AI models, including for autonomous weapons systems development, without imposing usage policies or model licenses beyond US law.
Microsoft: Microsoft has struck an agreement with the United States — United States Department of Defense for expanded use of its AI tools on classified military networks.
May 01, 2026 · 9 articles
Domestic
Nvidia: Nvidia is one of the companies in which Donald Trump made significant purchases. Its chips are critical to AI development and require US government approval for foreign sales, creating a potential conflict of interest.
Microsoft: Microsoft was a company in which Donald Trump made significant purchases and later sold holdings worth between $5 million and $25 million.
May 15, 2026 · 6 articles
Business
Nvidia: Nvidia's market capitalization has declined from earlier peaks, and Alphabet Inc. is rapidly narrowing the gap to become the world's most valuable company, challenging Nvidia's dominance in AI chips as Alphabet Inc. develops its own tensor processing units (TPUs).
Microsoft: Microsoft's shares dipped despite topping analyst forecasts for Q1, as its cloud growth at 40% was outpaced by Alphabet Inc.'s Google Cloud. The company expects significant capital outlay for calendar 2026, driven by AI investments.
Apr 29, 2026 · 53 articles
Domestic
Nvidia: Nvidia climbed almost 2 percent, underscoring investor confidence in Wall Street's heavyweight AI companies.
Microsoft: Microsoft climbed almost 2 percent, reflecting investor confidence in AI companies.
May 07, 2026 · 6 articles
Business
Nvidia: Nvidia, currently the largest company by market capitalization, is being challenged by Alphabet Inc. Its stock has only risen 6.3% in the past six months, trailing major indices.
Microsoft: Microsoft is mentioned as a large company with a market cap of $3.1 trillion.
May 10, 2026 · 6 articles
International
Nvidia: Nvidia is one of seven tech companies that will provide AI resources to the United States military for classified systems.
Microsoft: Microsoft is one of seven tech companies that will provide AI resources to the United States military for classified systems.
May 01, 2026 · 6 articles
Regulatory
Nvidia: Nvidia was among the seven tech giants that reached an agreement with United States — The Pentagon to use AI in classified systems.
Microsoft: Microsoft agreed to give the US government early access to its new AI models for national security testing and will work with US government scientists to test AI systems.
May 05, 2026 · 6 articles
Business
Nvidia: Nvidia has surpassed Apple Inc. as the world's most valuable firm, reflecting investor concerns about Apple Inc.'s pace of innovation in AI.
Microsoft: Microsoft is mentioned as a software rival spending heavily on artificial intelligence, contrasting with Apple Inc.'s more pragmatic approach under John Ternus.
Apr 20, 2026 · 108 articles
Business
Nvidia: Nvidia is referenced as a provider of costly AI chips, which Amazon (company) and other tech companies are seeking to reduce dependence on by developing their own custom processors.
Microsoft: Microsoft is mentioned as a rival in the cloud and AI business, with its AI business having crossed a $13 billion annual revenue run-rate, providing a comparative context for Amazon (company)'s performance.
Apr 09, 2026 · 7 articles
Business
Nvidia: Nvidia's AI chips are a key component of the Colossus 1 data center, with over 220,000 chips being utilized by Anthropic through the SpaceX deal. This underscores the continued high demand for Nvidia's hardware in the rapidly expanding AI industry.
Microsoft: Anthropic has a strategic partnership with Microsoft for Azure capacity, indicating its broad strategy to secure capacity from multiple providers to meet its AI demand.
May 06, 2026 · 25 articles
International
Nvidia: Nvidia is another US technology firm whose advanced chips are allegedly being circumvented to China.
Microsoft: Microsoft has invested in data centers in Thailand, contributing to the country's digital infrastructure growth.
May 09, 2026 · 6 articles
Business
Nvidia: Nvidia is partnering with Adobe Inc. to ensure its new AI system works across different platforms.
Microsoft: Microsoft is partnering with Adobe Inc. to ensure its new AI system works across different platforms.
Apr 20, 2026 · 6 articles
Domestic
Nvidia: Nvidia is one of the tech companies collaborating with the Pentagon to supply artificial intelligence for classified military applications.
Microsoft: Microsoft is among the tech companies partnering with the Pentagon to provide artificial intelligence capabilities for classified military systems.
May 01, 2026 · 7 articles
Business
Nvidia: Nvidia is mentioned as an AI chip maker that Elon Musk contacted to provide crucial technology to OpenAI in its early stages.
Microsoft: Microsoft is a defendant in the lawsuit, accused of aiding and abetting the breach of charitable trust through its significant investments in OpenAI. Microsoft has maintained that it has been a responsible partner.
Apr 24, 2026 · 174 articles
Business
Nvidia: Nvidia is among the companies whose stocks are now available for perpetual contracts trading on Bybit, highlighting its importance in AI infrastructure discussions.
Microsoft: Microsoft is a technology company whose stocks are now available for perpetual contracts trading on Bybit.
May 08, 2026 · 6 articles
International
Nvidia: Nvidia's CEO, Jensen Huang, secured approval to sell H200 AI chips to Chinese buyers.
Microsoft: Microsoft signed onto the Rome Call for AI Ethics.
May 16, 2026 · 9 articles
Tech
Nvidia: Nvidia GTC 2026 was the event where the Nutanix Agentic AI solution was initially announced, indicating a connection between Nutanix's AI strategy and Nvidia's ecosystem.
Microsoft: Microsoft is listed as a technology partner supporting the Nutanix Cloud Platform solution.
Apr 07, 2026 · 13 articles
Regulatory
Nvidia: Nvidia Corp. was mentioned as one of the companies with which the United States — United States Department of Defense finalized deals to broaden the use of advanced AI technologies across classified military networks.
Microsoft: Microsoft Corp. was mentioned as one of the companies with which the United States — United States Department of Defense finalized deals to broaden the use of advanced AI technologies across classified military networks.
May 06, 2026 · 6 articles
Domestic
Nvidia: Nvidia is mentioned as one of the top tech giants that have anchored their future in India — Hyderabad, indicating the city's attractiveness for global companies.
Microsoft: Microsoft is mentioned as one of the top tech giants that have anchored their future in India — Hyderabad, indicating the city's attractiveness for global companies.
May 07, 2026 · 6 articles
International
Nvidia: Nvidia is mentioned as its CEO, Jensen Huang, secured approval to sell AI chips to China, highlighting its role in AI hardware.
Microsoft: Microsoft signed on to the Rome Call for AI Ethics, indicating its participation in ethical AI initiatives.
May 16, 2026 · 11 articles
Business
Nvidia: Nvidia's investment arm previously backed N8n in its Series C funding round, which valued N8n at $2.5 billion.
Microsoft: Microsoft was mentioned as one of SAP's new strategic partners in a broader announcement, indicating SAP's expanding AI ecosystem.
May 12, 2026 · 7 articles
Business
Nvidia: Nvidia announced plans to produce up to $500 billion of AI infrastructure in the US, marking a significant expansion of its domestic manufacturing capabilities and strengthening its supply chain. This move is expected to boost its market position and meet growing demand for AI chips.
Apr 14, 2025 · 6 articles
Business
Nvidia: Nvidia is investing up to $100 billion in OpenAI and will be its preferred strategic compute and networking partner for AI factory expansion. This partnership is expected to boost Nvidia's stock and solidify its position in the AI chip market.
Sep 22, 2025 · 14 articles
International
Nvidia: Nvidia is mentioned as a company whose chips and chip-making equipment are subject to U.S. restrictions on sales to China for AI model training.
Jul 23, 2025 · 6 articles
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