Microsoft announced its new AI chip, Azure Maia 300, designed to handle AI inference tasks internally, reducing dependence on Nvidia's chips. Maia 300 is expected to become the primary system for Microsoft’s AI products by 2027, promising cost savings by improving efficiency per watt despite higher power use. This move shifts some AI workload from Nvidia to Microsoft’s own hardware, potentially impacting Nvidia’s future revenue. Microsoft will continue to lease Nvidia chips for AI training but aims to cut costs on the recurring inference process, benefiting long-term margins and shareholders. The full impact will unfold over the next few years, with large-scale Maia deployment planned starting in 2027.
As of Oct 13, 2026 20:02 WIB, Microsoft shares trade at USD 543.68 with a modest 0.47% gain, while Nvidia is priced lower at USD 224.12 and down 0.97% for the day on Pluang. Nvidia remains closer to its 52-week high of USD 239.27 compared to its low of USD 165.17, reflecting a wider price range than Microsoft. Despite Nvidia's larger market cap of $5.46T versus Microsoft's $4.02T, Pluang users show more selling activity in Microsoft (69%) than buying, contrasting with Nvidia's 65% buy interest, highlighting differing investor sentiment amid Microsoft's AI chip development news.
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Nvidia shares fell 1% after Microsoft announced its third-generation Maia 300 AI chip, designed to improve efficiency and reduce costs in AI workloads. The Maia 300 offers 40% more tokens per megawatt and up to seven times the throughput of its prede...
