Goldman Sachs Stock Portfolio: 10 Large-Cap Stocks To Buy

2. Microsoft Corporation (NASDAQ:MSFT)

Stake Value: $16,959,764,340

Microsoft Corporation (NASDAQ:MSFT) is among the Goldman Sachs Stock Portfolio: 10 Large-Cap Stocks To Buy. On Friday, American business publication The Information reported that production of the company’s next-generation AI chip is being delayed to 2026.

The media group, citing three sources familiar with the matter, said that the Maia AI chip was facing a delay of at least six months, which will push its mass production from 2025 to next year. The report also added that the chip is likely to fall well short of Nvidia’s Blackwell chip in performance.

Microsoft Corporation (NASDAQ:MSFT) had hoped to use the chip, code-named Braga, in its data centers this year. However, the plan has been stalled due to unanticipated design changes, staffing constraints, and high turnover, according to the report.

Like other big tech companies, Microsoft Corporation (NASDAQ:MSFT) has been investing heavily to develop custom processors for AI operations and other applications to reduce reliance on costly Nvidia chips.