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00:02Microsoft plans to expand the use of its own artificial intelligence chips, reducing its
00:07reliance on NVIDIA processors, according to CNBC.
00:10The company unveiled its third-generation Maya 300 Accelerator on Monday, with production
00:15scheduled to begin in 2027.
00:17Microsoft expects to install 96 chips per data center rack, doubling the capacity of its
00:22predecessor.
00:23The Maya 300 can process up to 7 times more AI tokens per rack and deliver 40% more tokens
00:28per megawatt compared with GPS.
00:30Microsoft plans to use its chips primarily to handle incoming AI requests, while continuing
00:36to work with NVIDIA and AMD for model training.
00:39Evercore ISI analysts estimate Maya will account for about 10% of Microsoft's AI chip spending
00:44by early 2027.
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