{"id":7361,"date":"2024-04-07T10:41:49","date_gmt":"2024-04-07T02:41:49","guid":{"rendered":"https:\/\/www.1ai.net\/?p=7361"},"modified":"2024-04-07T10:41:49","modified_gmt":"2024-04-07T02:41:49","slug":"%e5%be%ae%e8%bd%af%e6%8a%95%e8%b5%841000%e4%ba%bf%e7%be%8e%e5%85%83%e6%8e%a8%e5%8a%a8%e7%94%9f%e6%88%90%e5%bc%8fai%ef%bc%8c%e8%bf%99%e6%94%af%e8%82%a1%e7%a5%a8%e6%9c%89%e6%9c%9b%e5%a4%a7%e6%b6%a8","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/7361.html","title":{"rendered":"Microsoft invests $100 billion in generative AI, and this stock is expected to soar"},"content":{"rendered":"

According to technology business publication The Information,Microsoft<\/a>(NASDAQ: MSFT) and OpenAI plan to build a new AI platform called Stargate.super<\/span>On your computerinvest<\/a>Microsoft and OpenAI are said to be in the third phase of a five-phase project, of which Stargate will be the fifth, although they have not yet released details. The article suggests that a significant portion of the project's budget may be spent on semiconductors, with the goal of making the machinesuper<\/span>The computer is operational in 2028.<\/p>\n

\"202304071422099476_0\"<\/p>\n

Source Note: The image is generated by AI, and the image is authorized by Midjourney<\/p>\n

Arm Holdings is a British chip design company that licenses its intellectual property to semiconductor companies and OEMs, which then customize Arm's instruction set to manufacture chips according to their own specifications and requirements. Arm's intellectual property is used to manufacture central processing units (CPUs), graphics processing units (GPUs), neural processing units (NPUs), and interconnect technologies. Microsoft's deployment of custom chips based on Arm designs, such as Azure Cobalt, could bring growth to Arm Holdings. According to Arm, Cobalt can "address the challenges facing infrastructure from artificial intelligence to sustainability."maximum<\/span>and the most complex challenges\u201d.<\/p>\n

Microsoft may reduce its reliance on companies like Nvidia by deploying future generations of Cobalt processors, thereby improving performance and reducing costs.super<\/span>Given the enormous power consumption required by the computer, Microsoft is likely to pack a considerable amount of energy-efficient custom chips like Cobalt into it, rather than power-hungry GPUs. So as Microsoft builds its ambitioussuper<\/span>Computers, Arm's AI-related revenue could get a boost.<\/p>\n

Arm has benefited from the growth of AI chips, but Microsoft's large project could be another catalyst that leads to stronger revenue growth than analysts expect. Current consensus estimates show that Arm's earnings are expected to grow at an average annual rate of nearly 45% over the next five years. If this forecast is accurate, its earnings per share will jump to about $7.63 in five years (based on the estimated earnings per share of $1.19 in fiscal 2024).<\/p>\n

Combined with the Nasdaq 100's future earnings multiple of 27.3 (using the index as a proxy for tech stocks), we get an expected share price of $208 in five years, $69% above current levels. Given Microsoft's Stargate-based demand, Arm's earnings are likely to be stronger, so it's a good idea to buy into AI.stock<\/a>Investorsmost<\/span>Buy Arm stock before its share price soars.<\/p>","protected":false},"excerpt":{"rendered":"

Microsoft (NASDAQ: MSFT) and OpenAI plan to invest between $100 billion and $115 billion in a new supercomputer called Stargate to accelerate the infrastructure for generating artificial intelligence (AI) applications, according to tech business publication The Information. While Microsoft and OpenAI have yet to release detailed information, the companies are reportedly in the third phase of a five-phase project, of which Stargate will be the fifth. The article hints that a significant portion of the project's budget may be spent on semiconductors, with the goal of having the supercomputer operational by 2028. Image source note: Image generated by AI, image license provider Midjourney<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[280,377,383,768],"collection":[],"class_list":["post-7361","post","type-post","status-publish","format-standard","hentry","category-news","tag-280","tag-377","tag-ai","tag-768"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/7361","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=7361"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/7361\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=7361"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=7361"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=7361"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=7361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}