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NVIDIA
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Minor
Microsoft moves to run its own AI chips, chipping at Nvidia's inference grip
Microsoft said on Monday October 12 it will make its own Maia 300 chip the main engine for serving AI answers from 2027, cutting into NVIDIA (NVDA) sales for that work. Nvidia still handles the harder training step, and Microsoft's chips lean on the same TSMC factories Nvidia uses. Analysts see Maia as roughly a tenth of Microsoft's AI chip budget by early 2027.
Exposure
Sources
Microsoft Unveils Maia 300 AI Chip, Will Mainly Use Its Own Silicon for Inference From 2027, Loosening Nvidia's Grip
The whole story · updated
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Reuters
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Microsoft plans huge deployment of its own AI chips, with an eye on saving costs
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CNBC
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Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia