After the Bell - When Your Biggest Customer Builds the Chip
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After the Bell - When Your Biggest Customer Builds the Chip
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Monday, October 12, 2026
Microsoft wants to build more of the chips it buys, while Nvidia is reportedly exploring a larger stake in AI models. Boujie follows a divided AI trade: optical orders booked into 2029 alongside plunging shares, Micron's expanded buyback, and a financing challenge for the entire buildout. Higher oil prices frame a week of bank earnings, inflation data and Taiwan Semiconductor's Thursday results. Steve Jobs' NeXT computer supplies a warning about owning the whole system—and paying for it.
Sources:
Microsoft's Maia announcement: https://blogs.microsoft.com/blog/2026/10/12/microsoft-to-expand-azure-maia-system-to-multi-gigawatt-deployments/
TSMC's earnings conference: https://investor.tsmc.com/english/quarterly-results/teleconference
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