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Microsoft CEO signaled the company is reducing Nvidia GPU purchases due to concerns over near-term compute oversupply.
A major hyperscale customer signaling potential demand saturation, indicating pricing pressure and a shift in GPU market dynamics.
Trade pressSlicast · November 2, 2025 23:00 · Global · Source: el-balad.com
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Image / Slicast · Source: el-balad.com
Microsoft CEO signaled the company is reducing Nvidia GPU purchases due to concerns over near-term compute oversupply.
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