Nvidia (NVDA) inventory worth has taken successful, closing 1.29% (2.96 factors) decrease on Monday, October 12, 2026. The inventory has fallen by an extra 0.87% (1.97 factors) within the after-market hours. Nvidia’s (NVDA) newest inventory worth dip comes after Microsoft (MSFT) revealed its newest AI chip, the Azure Maia 300. The transfer goals to cut back Microsoft’s reliance on Nvidia (NVDA) and Superior Micro Units, Inc (AMD).
Nvidia Inventory Worth Dip: Will Microsoft’s AI Chip Additional Pull NVDA Down?
Aside from Nvidia (NVDA), AMD shares costs have additionally taken successful. AMD inventory closed 2.28% decrease on Monday, and an extra 1.46% within the after-market hours. Microsoft (MSFT), nonetheless, noticed a acquire, closing 1.14% increased on Monday and a 0.18% acquire within the after-market hours.
The worth actions are more than likely as a result of Microsoft’s newest AI chip revelation. The corporate was thus far depending on Nvidia and AMD chips. With its Azure Maia 300 processor, Microsoft might probably turn into self-reliant. Such a transfer may very well be a giant blow to Nvidia and AMD.
Microsoft additional mentioned that Maia 300 supplies 40% extra tokens per megawatt than different GPU-based techniques. Extra tokens per megawatt will result in a extra environment friendly AI rack. The Maia 200 chip at the moment powers its Microsoft manufacturing workloads, together with Microsoft 365 Copilot. It additionally powers OpenAI fashions, Microsoft’s MAI fashions, and a number of other different open-source fashions. The rising listing of fashions below Microsoft’s belt might submit a menace to Nvidia’s dominance. Different firms might additionally comply with Microsoft’s path and scale back their reliance on the present business giants.
Nonetheless, Nvidia and AMD proceed to play a significant position within the information middle and AI chip enterprise. Wall Road stays bullish on each firms, anticipating excessive revenues and earnings per share.
