Report
Microsoft's Maia 300 is part of a chip mix that still includes Nvidia
Yahoo Finance says custom chips give cloud giants more control over AI infrastructure costs, which matters for margins.
TLDR
Yahoo Finance quotes Microsoft’s AI chief saying “Competition is good” on whether Maia 300 will reduce the company’s dependence on Nvidia. Microsoft says its in-house chip is part of a mix that still includes Nvidia, AMD and Intel. Yahoo Finance notes that custom chips give cloud giants more control over AI infrastructure costs, which matters for margins.
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