From the source
Microsoft plans to rely more on its homegrown Maia chips for AI inference, reducing dependence on
Nvidia.
The company expects this shift to expand margins and strengthen its AI stack.
Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia
Microsoft plans to use its own Maia chips for AI inference, reducing Nvidia reliance.
Capability change
From the source
By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.
cnbc.com