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Microsoft’s (MSFT) ambitions to achieve an end-to-end AI infrastructure received a boost when they announced Maia 200, an inference accelerator that will help the company deploy AI at scale. The new chip is built on TSMC’s (TSM) 3nm process and is the most efficient inference system the Windows maker has ever deployed, offering 30% better performance per dollar than the existing infrastructure.
As a reaction to the news, BNP Paribas came out with a list of stocks that could benefit from this major development. Among these stocks, two caught our eye: Broadcom (AVGO) and Marvell (MRVL). This is a classic pick-and-shovel play. Broadcom and Marvell are the two biggest names when it comes to custom chipmaking. Irrespective of whether Microsoft is able to profitably deploy AI at scale, these two benefit. In fact, if Microsoft fails, it is more likely that some other hyperscaler will require the same services from these two companies.
