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Author: tecmo   😊 😞
Number: of 57 
Subject: Maia 200 Chip
Date: 01/26/26 3:05 PM
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https://www.cnbc.com/2026/01/26/microsoft-reveals-...

- Microsoft said its new Maia 200 artificial intelligence chip offers 30% higher performance than alternatives for the same price.

- The company has started to make them available in U.S. data centers.

- An internal Microsoft AI team will use the chips, as will the Microsoft 365 Copilot for commercial clients, with wider availability to come.


All of these new chips are headwinds for NVIDIA...

tecmo
...
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Author: BreckHutHigh   😊 😞
Number: of 57 
Subject: Re: Maia 200 Chip
Date: 01/27/26 8:52 AM
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"All of these new chips are headwinds for NVIDIA..."

At the moment, the only "headwind" that NVDA faces is meeting massive unmet demand for their GPUs.

NVIDIA faces an "order book" estimated at $500 billion for 2025 and 2026.

One reason the hyperscalers have started making their own chips is that there is a scarcity of NVDA chips. They can't get enough of them.

Rental rates on used NVDA chips have recently increased.

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