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Nvidia, Microsoft and AI

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Overview
Morning Overview on MSN · 3h
Microsoft unveils next-gen AI chips to challenge Nvidia’s software power
Microsoft is escalating the AI arms race with a new generation of in-house silicon, positioning its latest accelerator as a direct answer to Nvidia’s grip on the data center. The Maia 200 family is pitched not just as faster and cheaper hardware,

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 · 1d
Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software
 · 1d
Microsoft takes aim at Google, Amazon, and Nvidia with new AI chip
 · 1d
Microsoft’s New AI Chip Can’t Keep Nvidia Stock Down
Nvidia stock was rising early Tuesday even as Microsoft revealed the use of its own artificial-intelligence chip.

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eWeek · 1d
Microsoft Introduces Maia 200, Its Most Powerful AI Chip Yet
 · 1d
Microsoft Unveils A New AI Inference Accelerator Chip, Maia 200
The Official Microsoft Blog
1d

Maia 200: The AI accelerator built for inference

Today, we’re proud to introduce Maia 200, a breakthrough inference accelerator engineered to dramatically improve the economics of AI token generation. Maia 200 is an AI inference powerhouse: an accelerator built on TSMC’s 3nm process with native FP8/FP4 tensor cores,
Guru3D
1d

Microsoft Maia 200 AI accelerator debuts, targets Azure inference scale

Microsoft has introduced Maia 200, its latest in-house AI accelerator designed for large-scale inference deployments inside Azure. The move reinforces Microsoft’s broader strategy of controlling more of the AI stack—from silicon and server design through to the software toolchain used to run and optimize models in
NextBigFuture
3d

AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?

Microsoft CEO Satya Nadella directly equates the future of AI models (foundation/LLMs) to the historical evolution of the database market to explain why he
Visual Studio Magazine
5mon

OpenAI's gpt-oss Powers Hybrid AI Across Azure and Windows

OpenAI has released its first set of open-weight models since GPT-2, and Microsoft is accelerating developer adoption by launching these models-gpt-oss-120b and gpt-oss-20b--on both Azure AI Foundry and Windows AI Foundry. For the IT professional and ...
insideHPC
3mon

Azure Unveils NVIDIA GB300 NVL72 Supercomputing Cluster for OpenAI

Oct. 10, 2025 — Microsoft Azure announced the NDv6 GB300 VM series, which the company said is the first supercomputing-scale production cluster of NVIDIA GB300 NVL72 systems, built for OpenAI AI inference workloads. This HPC-scale cluster features over ...
SiliconANGLE
5mon

Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors keep score with cloud growth rates. But this past quarter ...
Redmond Magazine
6mon

Microsoft Brings Autonomous AI Research to Azure with Deep Research Agents

Microsoft is transforming its AI research capabilities into enterprise-grade infrastructure with the limited preview launch of enhanced agent support in Azure AI Foundry. At the center of the update is OpenAI’s o3-deep-research model, now embedded into ...
Investing.com South Africa
3d

5 big analyst AI moves: Buy Microsoft, Arm weakness; Google lifted to Strong Buy

Earlier in the week, Raymond James upgraded Google owner Alphabet (NASDAQ:GOOGL) to Strong Buy, arguing the company is moving into a phase where its AI stack is “shifting to high gear,” setting the stage for meaningful upward revisions to medium-term estimates.
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