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Maia 200

All articles tagged with #maia 200

market-news1 day ago•15 min saved

Maia 200 Boost for MSFT Fails to Lift Stock Amid Xbox Shakeups

Goldman Sachs maintains a Buy on Microsoft after the Maia 200 AI inference accelerator is unveiled, praising AI compute advances and keeping a $600 target, even as MSFT shares slip about 2.5% in trading. The Maia 200’s parity with competitors helps MSFT’s AI compute margins narrative, while Xbox leadership shifts (Phil Spencer’s retirement; Asha Sharma’s ascent; Sarah Bond’s departure; Matt Booty’s promotion) signal internal reorganization. Analysts remain bullish with a Strong Buy consensus and an average target around $594, implying roughly 53% upside.

via TipRanks|

#ai #goldman-sachs #maia-200

business29 days ago•15 min saved

Microsoft expands data-center footprint, unveils Maia 200 AI chip ahead of earnings

Microsoft wins approval for 15 new data centers in Mount Pleasant, Wisconsin, expanding its largest data-center project and enabling AI-related revenue, while introducing Maia 200, a 3nm AI-inference chip designed for higher efficiency and reduced reliance on Nvidia.

via TipRanks|

#ai-chip #business #data-centers

technology29 days ago•7 min saved

Maia 200 Pushes Cloud AI In-House, But Nvidia Keeps the Data Center Edge

Microsoft’s Maia 200 is an in‑house AI inference accelerator for Azure that claims strong performance per dollar and will power OpenAI models, signaling rising cloud‑provider pressure on Nvidia. While Maia 200 underscores a shift toward custom silicon, Nvidia still leads the data‑center AI market with its broad GPU ecosystem and software stack, and though cloud‑provider alternatives may erode pricing power over time, a rapid disruption to Nvidia’s position appears unlikely, even as valuations remain rich given AI growth.

via The Motley Fool|

#ai-inference #cloud-computing #data-center

technology1 month ago•55 min saved

Maia 200 AI chip promises threefold FP4 power, edging out TPU and Trainium in inference

Microsoft unveiled Maia 200, an AI inference accelerator for Azure, claiming it delivers over 10 petaflops at FP4 and 5 PFLOPS at FP8, with 3x FP4 performance versus Amazon’s Trainium Gen3 and FP8 performance above Google’s TPU Gen7. Built on TSMC’s 3-nanometer process with about 100 billion transistors, Maia 200 is designed for data-center inference to speed Copilot and Azure OpenAI workloads, featuring a memory system to keep model weights local and is currently deployed in a US data center with broader Azure availability planned in the future.

via Live Science|

#ai-chip #fp4 #maia-200

technology1 month ago•2 min saved

Microsoft bets Maia 200 to challenge Nvidia with in-house AI stack

Microsoft unveiled Maia 200, its second-generation in-house AI chip, paired with Triton software to compete with Nvidia's CUDA. The chip, built by TSMC on a 3-nanometer process and leveraging SRAM for fast AI workloads, will deploy in Iowa with plans for Arizona, reflecting cloud providers' push to own both hardware and software for AI workloads.

via Reuters|

#3nm-process #ai-chips #maia-200

technology1 month ago•2 min saved

Maia 200: Microsoft’s 3nm AI accelerator aims to outrun rivals

Microsoft unveiled Maia 200, its next‑gen AI accelerator built on TSMC’s 3nm process with 100+ billion transistors, designed to host OpenAI’s GPT‑5.2 in Foundry and Microsoft 365 Copilot. Microsoft claims Maia 200 delivers about 3× the FP4 performance of Amazon’s Trainium Gen 3 and FP8 performance above Google’s TPU, while also offering roughly 30% better performance per dollar than its current hardware. Deployment starts today in Azure US Central with more regions to follow, and an early SDK preview will be available to researchers, developers, labs, and open‑source contributors as Microsoft and rivals push into next‑gen AI chips.

via The Verge|

#ai-chips #azure #gpt-52