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Do Big Tech's Custom Chips Pose a Threat to Nvidia Shareholders?

In designing its own AI accelerators, Microsoft joins the list of big techs working on their custom chip designs.

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Apr 24, 2023 at 9:24AM EST

Do Microsoft (MSFT +3.19%) and Nvidia (NVDA +1.48%) chips stand on equal ground, or does each have unique strengths and weaknesses? Check out the short video to learn what semiconductor investors Jose Najarro, Nicholas Rossolillo, and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of April 20, 2023. The video was published on April 24, 2023.

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About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
TMFJoseNajarro
X@_JoseNajarro

Billy Duberstein has positions in Microsoft. Jose Najarro has positions in Microsoft and Nvidia. Nicholas Rossolillo has positions in Nvidia. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Nvidia Stock Quote
Nvidia
NASDAQ: NVDA
$199.37
(+1.46%)+$2.86
Microsoft Stock Quote
Microsoft
NASDAQ: MSFT
$406.08
(+3.30%)+$12.97

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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