Microsoft
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These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…
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Microsoft just unveiled the Maia 200, a custom in-house AI chip designed to challenge the dominance of Nvidia while outperforming the latest hardware from Amazon and Google. This is not just a minor hardware refresh. It is a strategic attempt to own the entire AI stack from the silicon up to the software. Here is…