Microsoft’s CTO says the company intends to run the majority of its AI workloads on in‑house Maia accelerators, citing performance per dollar. A second‑generation Maia is slated for next year, alongside Microsoft’s custom Cobalt CPU and security silicon.
— Vertical integration of AI silicon by hyperscalers could redraw market power away from Nvidia/AMD, reshape pricing and access to compute, and influence antitrust and industrial policy.
BeauHD
2026.01.06
72% relevant
Both pieces document a movement toward vendors controlling more of the silicon stack: Intel is slicing Panther Lake into handheld‑specific dies (Core G3) and shipping Arc B390 iGPUs to partners, paralleling the wider trend where platform/cloud actors design or tightly integrate custom accelerators to capture performance and market share.
EditorDavid
2025.10.04
100% relevant
Kevin Scott’s 'Yeah, absolutely' response to whether data centers will be 'mainly Microsoft silicon,' plus the upcoming second‑gen Maia accelerator.
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