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Microsoft
stablePositive
Est. 1975·Redmond, WA
vs
invested (1)competes with (1)partnered (1)
N
Nvidia
stablePositive
Coverage (30d)
52vs71
This Week
12vs17
Evidence
15 articles
Team Size
228,000vs
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Timeline

Microsoft2026-04-30

Microsoft began validating Nvidia's Vera Rubin NVL72 system

Nvidia2026-04-30

Nvidia invested $2B in Marvell for NVLink Fusion partnership

Microsoft2026-04-30

Microsoft paper finds LLMs corrupt ~25% of documents during long editing sessions

Nvidia2026-04-28

NVIDIA paying half the capital expenditure to expand supplier fabs for critical thin-film material.

Nvidia2026-04-28

Announced Nemotron 3 Nano Omni, an open multimodal model processing video, audio, images, and text.

Microsoft2026-04-28

Released World-R1 framework for text-to-video alignment with 3D physics using reinforcement learning.

Microsoft2026-04-28

Microsoft releases Playwright MCP server for AI web agent interaction using accessibility tree

Microsoft2026-04-26

Released TRELLIS.2, a 4B parameter open-source 3D generation model

Nvidia2026-04-26

Nvidia invests $2 billion in Marvell Technology for NVLink Fusion interconnect development

Nvidia2026-04-25

Nvidia trained a billion-parameter LLM without backpropagation or full-precision weights, using zero gradients.

Ecosystem

Microsoft

partneredOpenAI13 src
investedOpenAI12 src
competes withAmazon5 src
usesClaude Code5 src
developedGitHub Copilot4 src
competes withOpenAI4 src

Nvidia

developedBlackwell20 src
developedNemotron 3 Super13 src
developedNemotron-Cascade 212 src
developedH10012 src
investedOpenAI7 src
developedNeMoClaw5 src

Evidence (15 articles)

+ 7 more articles

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