The shortage of Nvidia's AI server chips may lead to a temporary imbalance in supply and demand. While prioritizing major cloud service providers like Google and Microsoft can help maintain relationships with key customers, it may also affect the availability of AI chips for other customers. This could have a neutral impact on Nvidia's stock price in the short term, as the increased demand for their chips is balanced by potential dissatisfaction from other customers.

As a major cloud service provider, Google is given priority in the supply of Nvidia's AI server chips. This ensures that Google can continue to provide AI services to its customers without disruption. This news is likely to have a positive short-term impact on Google's stock price, as it demonstrates the company's strong relationship with Nvidia and its ability to secure essential resources.

As a major cloud service provider, Microsoft is given priority in the supply of Nvidia's AI server chips. This ensures that Microsoft can continue to provide AI services to its customers without disruption. This news is likely to have a positive short-term impact on Microsoft's stock price, as it demonstrates the company's strong relationship with Nvidia and its ability to secure essential resources.