---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000932636.md"
description: "$Microsoft(MSFT.US)Context:  Nvidia is partnering with Microsoft to beat Apple in high end notebook space.  Instead of GPU, Nvidia is building a CPU that directly competes with Intel and AMD.  Microsoft claims that the Nvidia CPU that is installed in Microsoft branded laptops called$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US) Surface Ultra can run twice as fast as Apple Macbook Pro M5 yet still cheaper by US$400.  The Ultra cost US$2599.My trade:  Microsoft Surface laptop is only contributing to 2% of Microsoft revenue so I am neutral on it's stock priceTakeaway:  Microsoft should consider competing with Apple Macbook Neo which recently was hiked to US$699.  They should consider making AI notebooks affordable to the masses.  The Ultra pricing is out of reach for many people especially the students."
datetime: "2026-10-11T08:49:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000932636.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000932636.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000932636.md)
author: "[gedebe](https://longbridge.com/en/profiles/17009207.md)"
generator: "portal-rs"
---

# $Microsoft(MSFT.US)Context:  Nvidia is partnering …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**