All of this is public information, its estimated Microsoft bought ~150k H100s from old reports, we also know today that Meta actually bought 500k units
To reach double digit revenue of NVIDIA's 2023 at $26.97 billion, you'd only need to hit ~$2.7B in sales.
H100's are priced anywhere between $20k - $35k, so required to purchase ~77k - ~135k units.
That is singularly H100s, Microsoft also offers lower compute, and they have the rest of Azure to service with a variety of solutions.
Being at #1 or #2 market cap worldwide is not a farfetched position to be a significant controller of chips, especially since they directly work in the space as a platform.
Seriously, this is am outlandish claim just from looking at Microsoft and Nvidias market cap.
I am sure that Microsoft is gonna be one of Nvidias largest customers, but I sincerely doubt it's even a double digit percentage of their revenue.