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![The_AI_Investor Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1307411656784277504.png) The AI Investor [@The_AI_Investor](/creator/twitter/The_AI_Investor) on x 58.9K followers
Created: 2025-06-27 15:13:58 UTC

$MSFT’s next AI chip is delayed ~6 months, falling further behind $NVDA due to longer-than-expected design time. 

This is what Jensen said about ASICs at GTC Paris Analyst session.



![](https://pbs.twimg.com/amplify_video_thumb/1932907221949820929/img/jsJNCYavKjaNvzP1.jpg)

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**Related Topics**
[nvda](/topic/nvda)
[paris](/topic/paris)
[gtc](/topic/gtc)
[$7936t](/topic/$7936t)
[asics](/topic/asics)
[$msfts](/topic/$msfts)
[investment](/topic/investment)
[coins ai](/topic/coins-ai)

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