Analyst Ming-Chi Kuo, writing on Medium, discusses Microsoft’s massive orders for Nvidia’s GB200 AI chips in the fourth quarter of 2024, which exceed the total orders from other cloud service providers. Kuo predicts that Microsoft’s demand will drive significant growth in production for key component suppliers, leading to earlier revenue recognition for them compared to the assembly supplier, Foxconn. Kuo also highlights that Microsoft is proactively mitigating potential cooling challenges by initially deploying GB200 in data centers with lower temperatures. He concludes that while other cloud service providers like Amazon and Meta have placed orders for GB200, Microsoft’s demand is currently significantly higher.

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