Microsoft’s AI Breakthrough Meets Market Reality

Microsoft has achieved a significant technological milestone in artificial intelligence, becoming the first company to deploy NVIDIA’s cutting-edge GB300 NVL72 clusters at scale. These powerful systems are specifically dedicated to running OpenAI’s ChatGPT models through Microsoft’s Azure cloud platform. Despite this forward-looking announcement, the company’s shares experienced a decline, creating an apparent contradiction between technological progress and market performance.

All eyes will be on Microsoft’s upcoming quarterly report scheduled for October 29, covering the first quarter of fiscal year 2026. Market participants will be closely examining the performance of the Azure division and assessing the monetization progress of AI-powered Copilot services. These financial results will provide crucial evidence about whether the company’s massive artificial intelligence... Read more...