Nvidia, Microsoft and AI
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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,
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
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
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 ...
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 ...
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 ...
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 ...
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.