Microsoft Secures Anthropic AI Chip Deal, Drives Growth with M365 Price Hikes
MSFT•Jefferies upgraded Microsoft to Buy and Zacks named it a top momentum stock, citing advanced talks to supply custom Maia AI chips to Anthropic. The company’s AI-focused shift, including Copilot rollout and upcoming M365 price increases, is projected to drive long-term revenue growth and margin expansion.
1. Jefferies Upgrade and Momentum Rating
On May 22, Jefferies upgraded Microsoft to Buy and Zacks flagged it as a top momentum stock, citing strong AI-driven growth prospects and upward price trends that are expected to outperform the broader market.
2. Advanced Talks to Supply Maia AI Chips to Anthropic
Microsoft is in advanced negotiations to supply its custom Maia AI chips to Anthropic, a deal that could power Claude models and establish a new revenue stream in AI hardware.
3. AI-Focused Strategy with Copilot Rollout
The company is intensifying its AI focus through global infrastructure expansion in regions like Japan, India and Europe, alongside integrating Copilot across Microsoft 365 to boost usage-based revenue and customer engagement.
4. Upcoming M365 Price Increases and Margin Expansion
Planned price hikes for the M365 suite later this year are expected to raise average revenue per user and improve profit margins over the long term, offsetting elevated AI R&D spending.
