Recent #Microsoft news in the semiconductor industry

about 1 year ago
1. Microsoft has responded to the FTC's claim that the Game Pass price increase is evidence of 'product degradation'. 2. The FTC alleges that Microsoft's decision to increase the price of Game Pass after acquiring Activision-Blizzard demonstrates market power. 3. Microsoft argues that the new Game Pass tiers offer more value, including multiplayer functionality that was previously separate.
MicrosoftRegulationgaming
about 1 year ago
1. AMD Ryzen AI 300 'Strix Point' APUs and Intel Core Ultra 200V 'Lunar Lake' CPUs will not have Microsoft's Copilot+ features at launch. 2. Qualcomm's new Snapdragon X processors will have exclusive access to Copilot+ experiences initially. 3. AMD and Intel processors will require a Windows Update to enable Copilot+ features, with AMD expecting the update by the end of 2024 and Intel's update to be available when ready.
AICPUMicrosoft
10 months ago
➀ Microsoft is experimenting with cross-laminated timber (CLT) for new data centers in Northern Virginia to reduce its carbon footprint. ➁ The company estimates that using wood in its data centers will cut its carbon footprint by 35% compared to steel construction. ➂ Greenhouse emissions are reduced by 65% when CLT replaces precast concrete.
AIConstructionData centerMicrosoftenergysustainability
11 months ago

➀ HP's servers are experiencing a surge in sales due to the adoption of NVIDIA's 'world's strongest AI chip', the GB200;

➁ Major cloud service providers like Microsoft and Meta are actively introducing GB200 and expanding their purchases of the higher-end NVL72 cabinets;

➂ Foxconn, as the exclusive supplier of GB200 and NVL72 cabinets, is seeing a flood of orders and a significant boost in server business.

AI ChipFoxconnMetaMicrosoftNVIDIA
11 months ago
1. Microsoft shares have declined 2.62% due to AI competition and Copilot's inconsistent performance, leading to a downgrade to a strong sell. 2. Customer dissatisfaction with Copilot's reliability and value threatens Microsoft's AI-driven growth, casting doubt on future earnings and market position. 3. Microsoft's high valuation metrics, coupled with slowing EPS growth and substantial Capex needs, suggest shares are overvalued and face a potential 26.19% downside.
AIMicrosoftStock Analysis
11 months ago
➀ The annual STEAM 2024 event returned to Thorpe Park, hosted by ACS International Schools and partners including Microsoft and Surrey Police. ➁ Over 10,000 students, 1,000 teachers, and 60 industry partners participated in workshops and activities. ➂ Graeme Lawrie, partnerships director at ACS International Schools, emphasized the importance of such events for developing essential workplace skills and fostering connections between industry and education.
Microsoft