Microsoft$MSFT
63 research articles
Research Articles
The AI Capex Dilemma & Axon Enterprise's Police Monopoly | Compounding Alpha Ep. 3
Microsoft ($MSFT) • By CompoundingAlpha • 2026-07-30
CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollars
Microsoft ($MSFT) • By SemiAnalysis • 2022-07-07
Not So Deep Dive: Xbox (Microsoft's Gaming Division)
Microsoft ($MSFT) • By Chit Chat Stocks • 2022-09-13
Not So Deep Dive: Microsoft (Ticker: MSFT)
Microsoft ($MSFT) • By Chit Chat Stocks • 2023-01-10
Microsoft Infrastructure - AI & CPU Custom Silicon Maia 100, Athena, Cobalt 100
Microsoft ($MSFT) • By SemiAnalysis • 2023-11-15
Microsoft Swallows OpenAI’s Core Team – GPU Capacity, Incentive Structure, Intellectual Property, OpenAI Rump State
Microsoft ($MSFT) • By SemiAnalysis • 2023-11-20
OpenAI Is Doomed? - Et tu, Microsoft?
Microsoft ($MSFT) • By SemiAnalysis • 2024-05-07
Deep|AI ASIC part II: AWS, Marvell, Alchip, Microsoft, and Meta
Microsoft ($MSFT) • By FUNDA • 2024-12-18
Deep|Deep Dive into the Growth Challenges Facing Microsoft's M365 Copilot
Microsoft ($MSFT) • By FUNDA • 2025-01-13
2025 AI Diffusion Export Controls - Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions
Microsoft ($MSFT) • By SemiAnalysis • 2025-01-15
OpenAI Stargate Joint Venture Demystified | Microsoft Sore Loser, Does Softbank Have The Capital?, Texas GigaCampus, Winners & Losers
Microsoft ($MSFT) • By SemiAnalysis • 2025-01-23
Research|Why Microsoft Has Delayed Two Data Centers
Microsoft ($MSFT) • By FUNDA • 2025-02-22
Deep|MSFT: Why Has Microsoft Cut Another 2GW of Data Centers?
Microsoft ($MSFT) • By FUNDA • 2025-03-28
Microsoft's Datacenter Freeze - 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions
Microsoft ($MSFT) • By SemiAnalysis • 2025-04-28
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
Microsoft ($MSFT) • By SemiAnalysis • 2025-11-12
Preview|MSFT FY2Q26: Can Copilot Studio Change the Narrative That Microsoft's Software Business Will Be Disrupted by LLMs?
Microsoft ($MSFT) • By FUNDA • 2026-01-27
⚡ Microsoft's pincer move on the AI duopoly
Microsoft ($MSFT) • By Global Tech Research • 2026-06-01
Microsoft Says Build. Meta Says Build Faster.
Microsoft ($MSFT) • By The Disruptive Investor • 2026-07-30
SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker
Microsoft ($MSFT) • By SemiAnalysis • 2026-08-07
[MSFT – Microsoft] Death Star, Reformed
Microsoft ($MSFT) • By scuttleblurb • 2018-01-19
