Microsoft Corp. (NASDAQ: MSFT) wants to stop renting its AI future from NVIDIA Corp. (NASDAQ: NVDA). Its new Maia 300 chip is a clear sign and a potential catalyst ahead of earnings.
Microsoft plans to deploy Maia chips at a multi-gigawatt scale starting in 2027. It expects Maia 300 to deliver 40% more tokens per megawatt than leading GPU-based systems.