# CNBC — Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia

- Company: CNBC (cnbc.com)
- Announced: 2026-10-12T13:00:01+00:00
- Category: capability-change
- Coverage: not counted
- Announcement: yes
- Group: announcements
- Source: https://www.cnbc.com/2026/10/12/microsoft-will-mainly-use-its-maia-chips-for-ai-inference.html
- Record: https://forck.live/items/19868-microsoft-to-rely-more-on-homegrown-ai-chips-reducing-dependence-on-nvidia
- Subject: Reporting

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.

## Evidence

Verbatim from https://www.cnbc.com/2026/10/12/microsoft-will-mainly-use-its-maia-chips-for-ai-inference.html:

> By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.

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Record: https://forck.live/items/19868-microsoft-to-rely-more-on-homegrown-ai-chips-reducing-dependence-on-nvidia
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