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Microsoft’s AI Chip Strategy and Game Cancellations Boost Stock

Microsoft’s AI Chip Strategy and Game Cancellations Boost Stock

Microsoft ( (MSFT) ) has been popular among investors this week. Here is a recap of the key news on this stock.

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Microsoft (MSFT) is making strategic changes in its approach to developing AI chips, aiming for simpler designs to remain competitive with Nvidia. The company plans to introduce an intermediate chip, Maia 280, in 2027, which will combine earlier designs for improved power efficiency. Additionally, Microsoft is adopting a chiplet design to reduce manufacturing defects and costs, although this might slightly impact performance. Despite some delays, Microsoft successfully launched its Cobalt CPU in 2024, reducing reliance on Intel and AMD, and is already planning its next version, Kingsgate.

The recent layoffs at Microsoft have led to the cancellation of several Xbox game projects, including a new Perfect Dark title and Rare’s Everwild. These layoffs have also affected various video game studios, resulting in job cuts at Halo Studios, Sledgehammer Games, and others. Despite these setbacks, Microsoft stock has seen a 1.33% increase, continuing its upward trend with an 18.52% year-to-date rally. Analysts maintain a Strong Buy consensus on MSFT stock, with a price target suggesting a potential 5.38% upside.

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