@kreizjordy · Long MSFT

Latest designs for $MSFT next gen ASIC, Maia 300, indicate more than 2x in HBM capacity… $GOOG will follow suit aiming to outperform, and so on… And you’re bearish? $MU $SKHY $DRAM

456X@OptionKing666

Microsoft ($MSFT) has unveiled its Maia 300 custom AI accelerator built on a 2nm TSMC N2P process node with 288 GB of HBM4 memory, targeting deployment in 2027, according to Goldman Sachs. The third-generation silicon delivers 13,800 FP4 TFLOPS and 6,900 FP8 TFLOPS alongside 18

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Oct 19