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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.

Yahoo FinanceYF
1 Source, 8h ago, first seen 8h ago

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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1 Source

Yahoo Finance@YahooFinance“Competition is good”: Microsoft’s AI chief on if Maia 300 cuts its Nvidia dependence. Custom chips give cloud giants more control over AI infrastructure costs, which matters for margins. Microsoft says its in-house chip is one piece of a mix that still includes Nvidia, AMD, and Intel. This fall, @dee_bosa bringing a new show to Yahoo Finance focused on the most important shifts in AI, technology, and business, and what that means for investors.8h
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    1 Source

    Yahoo Finance@YahooFinance“Competition is good”: Microsoft’s AI chief on if Maia 300 cuts its Nvidia dependence. Custom chips give cloud giants more control over AI infrastructure costs, which matters for margins. Microsoft says its in-house chip is one piece of a mix that still includes Nvidia, AMD, and Intel. This fall, @dee_bosa bringing a new show to Yahoo Finance focused on the most important shifts in AI, technology, and business, and what that means for investors.8h
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