---
title: "Microsoft becomes the biggest loser, ARM faces sale? The mystery of the $500 billion cost of \"Stargate\""
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/225972213.md"
description: "Microsoft is considered the biggest loser, ARM may face a sale, Marvell and Ciena will be the winners in DCI construction, and Fabrinet will also benefit. Coherent and Lumentum will benefit to a lesser extent. Market risk warning, investment should be cautious, this article does not constitute personal investment advice"
datetime: "2025-01-23T09:55:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/225972213.md)
  - [en](https://longbridge.com/en/news/225972213.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/225972213.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/225972213.md) | [English](https://longbridge.com/en/news/225972213.md)


# Microsoft becomes the biggest loser, ARM faces sale? The mystery of the $500 billion cost of "Stargate"

A piece that just came out a few minutes ago.

Mainly some cost estimates.

Other viewpoints can also be looked at slightly.

For example, is Microsoft the biggest loser? Could ARM face a sale by SoftBank? Will Marvell and Ciena be the biggest winners in the ongoing DCI construction? And will Fabrinet gain considerable benefits? The benefits for Coherent / Lumentum will be relatively small?

 - Stargate and Cost Estimation》

Risk Warning and Disclaimer

The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

### 相關股票

- [Marvell Tech (MRVL.US)](https://longbridge.com/zh-HK/quote/MRVL.US.md)
- [Microsoft (MSFT.US)](https://longbridge.com/zh-HK/quote/MSFT.US.md)
- [Fabrinet (FN.US)](https://longbridge.com/zh-HK/quote/FN.US.md)
- [Lumentum (LITE.US)](https://longbridge.com/zh-HK/quote/LITE.US.md)
- [SoftBank (SOBKY.US)](https://longbridge.com/zh-HK/quote/SOBKY.US.md)
- [Arm (ARM.US)](https://longbridge.com/zh-HK/quote/ARM.US.md)
- [Coherent Corp. (COHR.US)](https://longbridge.com/zh-HK/quote/COHR.US.md)
- [SoftBank (SFTBY.US)](https://longbridge.com/zh-HK/quote/SFTBY.US.md)
- [Ciena (CIEN.US)](https://longbridge.com/zh-HK/quote/CIEN.US.md)

## 相關資訊與研究

- [Why Is Vanguard Total Stock Market ETF (VTI) Rising Today, 3/31/26?](https://longbridge.com/zh-HK/news/281211233.md)
- [Why Marvell stock jumped today](https://longbridge.com/zh-HK/news/281272092.md)
- [Spinnaker Investment Group LLC Sells 9,263 Shares of Microsoft Corporation $MSFT](https://longbridge.com/zh-HK/news/281334447.md)
- [Nvidia’s $2 Billion Investment in Marvell: What Kind of Company Is Marvell?](https://longbridge.com/zh-HK/news/281372238.md)
- [ROI-Does the AI business model have a fatal flaw?: Joachim Klement](https://longbridge.com/zh-HK/news/281309369.md)