Microsoft wants to make AI cheaper. Will investors actually see the savings?
Published . Updated .
Microsoft is betting that its custom chips can lower costs, but the AI equation is more complicated than that.
Directly affected
- MSFT Microsoft
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
Microsoft is betting that its custom chips can lower costs, but the AI equation is more complicated than that.
Source: MarketWatch
How solid the semiconductors case looks
12 out of 100
“Microsoft wants to make AI cheaper. Will investors actually see the savings?” scores 12 out of 100. The score uses 1 sources.