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Terminal News·Council··1 min read·Current · The AI Capex Race

Microsoft expands in-house AI chips to cut costs

Microsoft is ramping up deployment of its own AI chips to reduce costs and reliance on Nvidia's GPUs.

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Palanor Wire · composed from 3 outlets · every claim links to its sources

What happened

Microsoft plans large deployment of its own AI chips. 12 Microsoft announced its third-generation Maia 300 in-house AI chip. 3 Microsoft aims to reduce dependence on Nvidia's GPUs through the deployment. 23 Maia 300 is designed as the 'primary AI inference system' for Microsoft's products and services. 3

Why it matters

The move is aimed at saving costs for AI workloads. 13 Maia 300 improves cost and efficiency of running AI workloads in the cloud. 3 The chip is capable of handling reasoning models and agentic tasks. 3

What to watch

Microsoft's deployment timeline and scale for Maia 300 will show how quickly it scales in-house infrastructure. 3

Sources · 3

  • [1]Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia

    CNBC · Bluesky

  • [2]Microsoft’s new AI chip makes it less reliant on Nvidia’s GPUs

    The Verge

  • [3]Microsoft plans huge deployment of its own AI chips, with an eye on saving costs reut.rs/4ykQlXP

    Reuters · Bluesky

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