Microsoft’s $10 Billion AI Bet on 485K Nvidia (NVDA) Chips: Will MSFT Stock Soar?

Vladimir Popescu
Ai data centre
Source: Watcher Guru

Microsoft’s AI investment marks a historic shift with its $10 billion purchase of Nvidia chips, reshaping the AI technology market growth. The company’s purchase of 485,000 Nvidia Hopper GPUs in 2024 surpasses all competitors like Meta and ByteDance, creating new potential for MSFT stock gains.

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How Microsoft’s Massive AI Investment with Nvidia Chips Could Impact MSFT Stock Growth

Record-Breaking GPU Purchase

Microsoft’s technology investment in Nvidia chips has grown threefold since 2023. Omdia reports that Microsoft’s 485,000 Hopper GPU order far exceeds Meta’s 224,000 and Chinese tech companies ByteDance and Tencent’s 230,000 units each.

Byron Deeter, partner at Bessemer Venture, notes that “the continued strong investor interest in AI, with the U.S. government’s backing, further supports the country’s leadership in the sector.”

Power and Resource Needs

Data Centers MSFT AI
Source: Bloomenergy

The size of Microsoft’s AI investment shows just how much power AI needs to run. Bloomberg reports that AI systems like ChatGPT need “far exceeding traditional services like Google Search.” Microsoft’s Nvidia chips purchase helps meet these huge power needs through bigger data centers and special hardware.

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Effects on MSFT Stock

MSFT Stock
Source: Yahoo Finance

Microsoft leads the AI market growth race with its Nvidia chips partnership. Their technology investment makes up 43% of all server spending in 2024, Omdia states. This big upgrade powers Microsoft’s AI tools and Azure cloud platform, which runs OpenAI and other AI companies.

MSFT Top Technical Alpha Signals
Source: Danelfin.com

Looking Ahead

Microsoft’s AI investment shapes its future beyond today’s market moves. Despite China’s trade issues causing some market worry, Microsoft’s AI plan could boost MSFT stock over time. The company now uses AI in all its cloud tools and business products, showing it aims to stay ahead in AI tech.

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