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Microsoft’s AI chips drive 40% efficiency gains, says Nadella

Microsoft’s AI chips drive 40% efficiency gains, says Nadella

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Custom Maia 200 silicon and surging Azure revenue paint a picture of a company betting tens of billions that it can build its way to AI dominance.

Microsoft Corporation (MSFT) price

Full chart and stats

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Market cap
$3.9T (shares as of 2026-10-22)
P/E (trailing)
27.7 (EPS to 2026-09-30)
Annual revenue
$331.8B USD (FY ended 2026-06-30) 10-K
Annual revenue growth
+17.8% (FY ended 2026-06-30 vs FY ended 2025-06-30) 10-K
Annual net income
133,749,000,000 USD (FY ended 2026-06-30, attributable to the company) 10-K
Annual operating margin
46.8% (FY ended 2026-06-30)
Forward P/E
Unavailable: no dated forecast source

Gloria daily close for session Oct 27, 2026. Market cap and trailing P/E use this close with the SEC share total and trailing diluted earnings, each dated next to its figure. Annual revenue, revenue growth, net income and margin show their own fiscal period and link the 10-K. Current context may postdate this article.

Microsoft Corporation and its peers

Company PriceMarket capP/E (trailing)Forward P/EAnnual revenue (USD)Annual revenue growthAnnual net income (USD)Operating margin
Microsoft Corporation MSFT · Price dated Oct 27, 2026 · tokenized MSFTx $531$3.9T27.7Unavailable$331.8BFY ended 2026-06-30 · 10-K+17.8%FY ended 2026-06-30 vs 2025-06-30 · 10-K133,749,000,000FY ended 2026-06-30, attributable to the company · 10-K46.8%FY ended 2026-06-30
Palantir Technologies Inc. PLTR · Price dated Oct 27, 2026 · tokenized PLTRx $199$477.5B169.9Unavailable$4.5BFY ended 2025-12-31 · 10-K+56.2%FY ended 2025-12-31 vs 2024-12-31 · 10-K1,625,033,000FY ended 2025-12-31, attributable to the company · 10-K31.6%FY ended 2025-12-31
Oracle Corporation ORCL · Price dated Oct 27, 2026 · tokenized ORCLx $131$394.7B20.5Unavailable$67.4BFY ended 2026-05-31 · 10-K+17.3%FY ended 2026-05-31 vs 2025-05-31 · 10-K17,087,000,000FY ended 2026-05-31, attributable to the company · 10-K30.6%FY ended 2026-05-31
CrowdStrike Holdings Inc. CRWD · Price dated Oct 27, 2026 · tokenized CRWDx $268$274.4BNot meaningfulLoss, diluted EPS −0.45
to 2026-07-31 · SEC filing
Unavailable$4.8BFY ended 2026-01-31 · 10-K+21.7%FY ended 2026-01-31 vs 2025-01-31 · 10-K−162,502,000FY ended 2026-01-31, attributable to the company · 10-K−6.1%FY ended 2026-01-31

Missing figures stay unavailable. Forward P/E requires a dated source. Annual revenue, revenue growth, net income and margin come from each company's own 10-K, in US dollars, and each row shows that fiscal year. Revenue growth compares the fiscal year with the prior year stated in the same 10-K. Net income is the full year amount attributable to the company, or available to common stockholders where the filing states only that, or consolidated net income. Each row names its basis. Trailing P/E reads "Not meaningful" when the dated trailing diluted EPS is a loss or zero. An operating margin appears only when the filing states both the operating income and the revenue for the same year.

Sources: SEC filings, Gloria daily closes and CoinGecko. Oldest record refresh: Oct 27, 2026, 10:56 PM EDT. Refresh is not a price or filing date. Each row shows its price date and its annual fiscal period. Peers use industry code and company size, or editorial selection. Market cap multiplies that row price by the company share total the latest SEC filing states for every share class together. Trailing P/E divides it by trailing diluted earnings from SEC filings. Rolled earnings per share are approximate because share counts can change between periods. Both appear only when the SEC data carries its date, so they are estimates at one price date, not synchronized filing valuations. Not investment advice.

Token vs underlying stock

Current comparison for MSFT. Historical observations may postdate this article.

MSFTx token unit vs MSFT share · USD

$533.36Oct 27 UTC

+6.9% over displayed period

● MSFTx token┄ MSFT stock: $531.33

Aug 4, 2026: token $499.08 at 20:00 UTC; stock close $492.81 Aug 5, 2026: token $484.73 at 20:00 UTC; stock close $487.46 Aug 6, 2026: token $498.48 at 20:00 UTC; stock close $499.86 Aug 7, 2026: token $501.35 at 20:00 UTC; stock close $499.99 Aug 10, 2026: token $507.81 at 20:00 UTC; stock close $506.06 Aug 11, 2026: token $503.83 at 20:00 UTC; stock close $503.81 Aug 12, 2026: token $493.50 at 20:00 UTC; stock close $492.43 Aug 13, 2026: token $494.66 at 20:00 UTC; stock close $496.88 Aug 14, 2026: token $496.96 at 20:00 UTC; stock close $495.40 Aug 17, 2026: token $481.91 at 20:00 UTC; stock close $480.35 Aug 18, 2026: token $482.93 at 20:00 UTC; stock close $481.63 Aug 19, 2026: token $484.48 at 20:00 UTC; stock close $484.31 Aug 20, 2026: token $482.95 at 20:00 UTC; stock close $481.15 Aug 21, 2026: token $485.28 at 20:00 UTC; stock close $483.24 Aug 24, 2026: token $489.80 at 20:00 UTC; stock close $487.31 Aug 25, 2026: token $491.36 at 20:00 UTC; stock close $491.71 Aug 26, 2026: token $498.86 at 20:00 UTC; stock close $496.37 Aug 27, 2026: token $506.15 at 20:00 UTC; stock close $505.06 Aug 28, 2026: token $514.87 at 20:00 UTC; stock close $513.53 Aug 31, 2026: token $510.07 at 20:00 UTC; stock close $507.29 Sep 1, 2026: token $503.61 at 20:00 UTC; stock close $501.02 Sep 2, 2026: token $497.76 at 20:00 UTC; stock close $496.82 Sep 3, 2026: token $512.63 at 20:00 UTC; stock close $510.12 Sep 4, 2026: token $500.58 at 20:00 UTC; stock close $499.70 Sep 8, 2026: token $493.27 at 20:00 UTC; stock close $493.95 Sep 9, 2026: token $491.69 at 20:00 UTC; stock close $491.65 Sep 10, 2026: token $493.07 at 20:00 UTC; stock close $492.44 Sep 11, 2026: token $498.52 at 20:00 UTC; stock close $495.63 Sep 14, 2026: token $508.54 at 20:00 UTC; stock close $505.41 Sep 15, 2026: token $498.86 at 20:00 UTC; stock close $497.12 Sep 16, 2026: token $494.48 at 20:00 UTC; stock close $490.30 Sep 17, 2026: token $500.28 at 20:00 UTC; stock close $497.75 Sep 18, 2026: token $496.33 at 20:00 UTC; stock close $493.78 Sep 21, 2026: token $503.22 at 20:00 UTC; stock close $501.61 Sep 22, 2026: token $501.25 at 20:00 UTC; stock close $498.00 Sep 23, 2026: token $503.06 at 20:00 UTC; stock close $500.59 Sep 24, 2026: token $501.07 at 20:00 UTC; stock close $497.93 Sep 25, 2026: token $518.98 at 20:00 UTC; stock close $516.17 Sep 28, 2026: token $511.70 at 20:00 UTC; stock close $509.22 Sep 29, 2026: token $512.06 at 20:00 UTC; stock close $508.96 Sep 30, 2026: token $515.27 at 20:00 UTC; stock close $512.90 Oct 1, 2026: token $516.84 at 20:00 UTC; stock close $512.80 Oct 2, 2026: token $519.95 at 20:00 UTC; stock close $517.53 Oct 5, 2026: token $527.35 at 20:00 UTC; stock close $525.18 Oct 6, 2026: token $532.35 at 20:00 UTC; stock close $529.30 Oct 7, 2026: token $532.01 at 20:00 UTC; stock close $529.76 Oct 8, 2026: token $525.93 at 20:00 UTC; stock close $522.61 Oct 9, 2026: token $537.45 at 20:00 UTC; stock close $535.07 Oct 12, 2026: token $543.48 at 20:00 UTC; stock close $541.15 Oct 13, 2026: token $546.06 at 20:00 UTC; stock close $543.45 Oct 14, 2026: token $535.70 at 20:00 UTC; stock close $533.69 Oct 15, 2026: token $542.43 at 20:00 UTC; stock close $539.44 Oct 16, 2026: token $531.87 at 20:00 UTC; stock close $529.05 Oct 19, 2026: token $535.69 at 20:00 UTC; stock close $533.52 Oct 20, 2026: token $535.30 at 20:00 UTC; stock close $531.87 Oct 21, 2026: token $535.87 at 20:00 UTC; stock close $532.95 Oct 22, 2026: token $524.11 at 20:00 UTC; stock close $521.08 Oct 23, 2026: token $525.75 at 20:00 UTC; stock close $524.51 Oct 26, 2026: token $534.07 at 20:00 UTC; stock close $532.60 Oct 27, 2026: token $533.36 at 20:00 UTC; stock close $531.33
Aug 4$480.35 to $546.06Oct 27

Source: CoinGecko + Gloria · Retrieved Oct 28, 21:51 UTC · Delayed

Methodology and data

Split-adjusted regular-session stock closes from the existing Gloria shared history, paired only with an observed token price within 45 minutes of 16:00 New York time. Up to 60 matched sessions. No interpolation or missing-date fill. Weekends and known early closes are omitted. Token units are not adjusted for issuer multipliers or dividend treatment. This compares quoted prices, not fair value, executable premiums or arbitrage returns. Solid line: token. Dashed line: stock. Exact quote times and values appear below. Historical observations. Retrieval refers to the token source. Token quote times use UTC. The fixed cohort shows its oldest member fetch.

Microsoft token vs Microsoft stock: exact source values
Date (UTC)Token (USD)Stock close (USD)Token quote (UTC)
2026-08-04499.08492.812026-08-04 20:00
2026-08-05484.73487.462026-08-05 20:00
2026-08-06498.48499.862026-08-06 20:00
2026-08-07501.35499.992026-08-07 20:00
2026-08-10507.81506.062026-08-10 20:00
2026-08-11503.83503.812026-08-11 20:00
2026-08-12493.50492.432026-08-12 20:00
2026-08-13494.66496.882026-08-13 20:00
2026-08-14496.96495.402026-08-14 20:00
2026-08-17481.91480.352026-08-17 20:00
2026-08-18482.93481.632026-08-18 20:00
2026-08-19484.48484.312026-08-19 20:00
2026-08-20482.95481.152026-08-20 20:00
2026-08-21485.28483.242026-08-21 20:00
2026-08-24489.80487.312026-08-24 20:00
2026-08-25491.36491.712026-08-25 20:00
2026-08-26498.86496.372026-08-26 20:00
2026-08-27506.15505.062026-08-27 20:00
2026-08-28514.87513.532026-08-28 20:00
2026-08-31510.07507.292026-08-31 20:00
2026-09-01503.61501.022026-09-01 20:00
2026-09-02497.76496.822026-09-02 20:00
2026-09-03512.63510.122026-09-03 20:00
2026-09-04500.58499.702026-09-04 20:00
2026-09-08493.27493.952026-09-08 20:00
2026-09-09491.69491.652026-09-09 20:00
2026-09-10493.07492.442026-09-10 20:00
2026-09-11498.52495.632026-09-11 20:00
2026-09-14508.54505.412026-09-14 20:00
2026-09-15498.86497.122026-09-15 20:00
2026-09-16494.48490.302026-09-16 20:00
2026-09-17500.28497.752026-09-17 20:00
2026-09-18496.33493.782026-09-18 20:00
2026-09-21503.22501.612026-09-21 20:00
2026-09-22501.25498.002026-09-22 20:00
2026-09-23503.06500.592026-09-23 20:00
2026-09-24501.07497.932026-09-24 20:00
2026-09-25518.98516.172026-09-25 20:00
2026-09-28511.70509.222026-09-28 20:00
2026-09-29512.06508.962026-09-29 20:00
2026-09-30515.27512.902026-09-30 20:00
2026-10-01516.84512.802026-10-01 20:00
2026-10-02519.95517.532026-10-02 20:00
2026-10-05527.35525.182026-10-05 20:00
2026-10-06532.35529.302026-10-06 20:00
2026-10-07532.01529.762026-10-07 20:00
2026-10-08525.93522.612026-10-08 20:00
2026-10-09537.45535.072026-10-09 20:00
2026-10-12543.48541.152026-10-12 20:00
2026-10-13546.06543.452026-10-13 20:00
2026-10-14535.70533.692026-10-14 20:00
2026-10-15542.43539.442026-10-15 20:00
2026-10-16531.87529.052026-10-16 20:00
2026-10-19535.69533.522026-10-19 20:00
2026-10-20535.30531.872026-10-20 20:00
2026-10-21535.87532.952026-10-21 20:00
2026-10-22524.11521.082026-10-22 20:00
2026-10-23525.75524.512026-10-23 20:00
2026-10-26534.07532.602026-10-26 20:00
2026-10-27533.36531.332026-10-27 20:00

Stock history: Gloria · Retrieved Oct 28, 00:31 UTC. Token history: CoinGecko MSFTx.

Quoted token and share units can have different rights, multipliers and dividend treatment. This is not an executable premium or arbitrage signal.

Microsoft just posted one of its strongest quarters in recent memory, and CEO Satya Nadella wants everyone to know the company’s homegrown AI chips are a big reason why. During the fiscal Q4 2026 earnings call, Nadella revealed that Microsoft’s custom silicon has delivered a 40% improvement in inference throughput for its Copilot models, a metric that essentially measures how quickly AI can process and respond to user requests.

Investors liked what they heard. Microsoft shares jumped more than 8% in after-hours trading following the report.

The Maia 200 factor

The star of the show is the Maia 200, Microsoft’s custom AI accelerator chip that was announced in January 2026 and is now humming along in data centers in Iowa and Arizona. According to the company, the chip delivers over 30% better tokens per dollar than the previous hardware in Microsoft’s fleet.

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Microsoft’s MAI models running on the Maia 200 also saw a matching 40% performance increase.

Still, Microsoft isn’t abandoning its existing chip suppliers. The company maintains strategic partnerships with both Nvidia and AMD, adopting what amounts to a multi-vendor strategy.

Azure and AI revenue tell the bigger story

Azure revenue grew 43% year-over-year in the quarter ending June 30, 2026.

Microsoft’s AI business as a whole hit an annual recurring revenue run rate above $37 billion. That figure represents a 123% increase from the prior year.

The growth comes at a cost, though. Microsoft spent approximately $41 billion on AI infrastructure capital expenditures in the quarter.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

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