Microsoft's Maia 300 as the end of Nvidia dependence

Maia 300 does not reach production workloads until 2027 and will only run inside Microsoft's own services. Builders cannot rent it directly, and there is no public pricing. Nothing changes this year in what a startup pays for inference or which hardware it can use, and inference costs are already falling faster through open weights and quantization than any single in-house chip will change them.

Read the coverage (Techmeme)

Companies in the story: MSFT NVDA TSM

A view on what the development means for people building products. Not a view on any company's stock and not investment advice.

Every Not this Today's brief