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MarketBeat
Business
Chris Markoch

Microsoft & NVIDIA Unveil GB300 Supercomputer as AI Race Heats Up

Nvidia Microsoft Azure MarketBeat Nasdaq

Microsoft Corp. (NASDAQ: MSFT) and NVIDIA Corp. (NASDAQ: NVDA) recently announced the launch of the world’s first GB300 Supercomputer for OpenAI. MSFT stock is up more than 21% in 2025, but growth has decelerated to just over 1% in the last three months. Investors are taking a breather as they wrestle with the artificial intelligence (AI) buildout versus the lofty valuation of many stocks, particularly those in the tech sector.

But this announcement, coming approximately two weeks ahead of Microsoft’s next earnings report, should remind investors why owning best-in-class stocks matters, and why even the loftiest price targets for MSFT stock may be too low.

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