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Microsoft Corporation (MSFT) Starts Validating Nvidia’s Vera Rubin NVL72 for AI Workloads

Microsoft Corporation (NASDAQ:MSFT) is one of Harvard University’s top AI stock picks. On March 14, Microsoft Corporation (NASDAQ:MSFT) became the first cloud service provider to begin validating the Vera Rubin NVL72 system. Developed by Nvidia, the next-generation rack-scale AI supercomputer is designed for training and inference of trillion-parameter models.

Image by Tawanda Razika from Pixabay

The ongoing tests mark an important milestone in Microsoft’s push to deploy next-generation AI infrastructure. The deployment also asserts Azure’s strategy in co-designing data center architecture that can accommodate massive power, cooling, and bandwidth requirements for the most powerful AI superchips. Bernstein has already reiterated that Microsoft’s first-to-validate status underscores its SaaS/Cloud dominance.

Microsoft’s validation of the Nvidia system also comes on the heels of a multiyear power and liquid-cooling redesign, crucial to managing the increasing watt density of the NVL72 racks. The likes of Amazon and Alphabet are also expected to deploy Rubin systems in the second half of the year. As more players leverage the new system, it remains to be seen if hardware gains will translate into lower inference costs for customers.

Microsoft Corporation (NASDAQ:MSFT) is a leader in artificial intelligence, focusing on integrating generative AI across its entire product ecosystem, providing AI infrastructure through Azure, and developing “agentic” AI capable of autonomous action. Through a multi-year, multi-billion-dollar investment in OpenAI, Microsoft has exclusive access to foundational models like GPT-4 and DALL-E 3.

While we acknowledge the risk and potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MSFT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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