Microsoft announced its Maia 200 AI chip on Jan. 26, 2026. The chip aims to accelerate inference and reduce reliance on Nvidia.
The announcement lifted Microsoft shares, while Nvidia stock also rose over the prior 48 hours. Some analysts view the new chip as healthy competition that could help Nvidia‘s stock.
Reports said Beijing told Chinese firms they can prepare orders for Nvidia‘s H200 chip. Samsung is nearing certification from Nvidia for a new high-bandwidth memory chip.
Analysts now project about 49% earnings growth for Nvidia through 2027. Nvidia traded near its 52-week high and stood above its 200-day moving average.
Analysts hold bullish price targets for Nvidia ranging from $220 to $320. Investors will watch partnerships and upcoming earnings reports closely.
