Microsoft is intensifying its challenge to Nvidia by developing its own Maia AI processors to reduce reliance on external suppliers, with the Maia 300 launching next year promising 40% better energy efficiency. Google has released Gemini 4 Argon, a versatile AI model capable of handling complex multi-step tasks across various fields, aiming to support longer workflows. Meanwhile, Apple is expanding AI into smart home devices with its new HomeView display and upgraded Apple TV 4K, integrating AI-powered personalization and control. This competition highlights a broader industry push to dominate the AI ecosystem from hardware to software to consumer products, with implications for infrastructure costs and future revenue streams.
As of Oct 14, 2026 11:01 WIB, Microsoft shares on Pluang are priced at USD 543.72, showing a modest 0.47% gain for the day, while Nvidia leads with a 1.47% increase to USD 229.64. Google’s stock also rose 1.13% to USD 356.70, reflecting steady investor interest amid AI advancements. Notably, Nvidia’s strong 1-day change stands out as the most significant among these tech giants.
Microsoft has introduced its new custom AI chip, Maia 300, designed for large-scale AI inference with multi-gigawatt deployments. This chip claims to deliver 40% more compute power per megawatt compared to leading GPUs, marking a significant improvem...
Microsoft announced its new AI chip, Azure Maia 300, designed to handle AI inference tasks internally, reducing dependence on Nvidia's chips. Maia 300 is expected to become the primary system for Microsoft’s AI products by 2027, promising cost saving...
Alphabet's cloud business shows strong growth with a $514 billion backlog of signed contracts, signaling future revenue visibility. Q2 revenue rose 24.2%, driven by AI-enhanced Search and Google Cloud's 82% growth. Despite increased debt and capital ...
Jim Cramer declared the semiconductor trade "broken" as software stocks have outperformed chips since June 2026, with software ETFs up about 22% and chip ETFs down 11% in that period. However, over the longer term since January 2026, chip stocks have...
The Vanguard S&P 500 ETF (VOO) currently allocates over 8% of its holdings to NVIDIA, meaning a $500,000 investment includes about $40,400 in this single chipmaker. This concentration risk arises because VOO weights companies by market value, not inv...
