Microsoft’s AI chip and partnerships have been tested by recent share price weakness

Microsoft’s AI chip and partnerships have been tested by recent share price weakness

By Simply Wall St
Publication Date: 2026-02-08 16:04:00

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  • Microsoft (NasdaqGS:MSFT) has entered an aggressive AI investment phase, including the launch of its Maia 200 AI chip designed to support internal AI infrastructure.

  • The company announced a series of AI-focused partnerships spanning cloud security, industrial IoT, robotics, workplace software and payments.

  • The moves come as tech stocks, including Microsoft, face sharp declines and investors question the short-term returns of heavy AI spending.

Microsoft, trading at $401.14, is pushing hard into AI at a time when broader technology trading has come under pressure. The stock is down 16.3% over the past 30 days and is down 15.2% year-to-date, although its 3-year and 5-year returns of 56.1% and 70.6%, respectively, illustrate significant longer-term gains. This mix of recent weakness and multi-year strength is shaping investor attitudes…