Austin Lieberman@LiebermanAustinThis $MSFT update isn't good for $NVDA or $AMD. Microsoft just made its biggest bet yet on custom silicon: Maia becomes the primary inference system for Copilot, Teams & their AI services at multi-gigawatt scale starting 2027. Maia 300 targets 40% more tokens per watt than
Satya Nadella@satyanadellaToday we are announcing our biggest bet yet on our own silicon. Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services. And we’re introducing Maia 300, which delivers 40%
