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Microsoft CEO Satya Nadella Just Shared Bad News for Nvidia and Great News for This Rival Chipmaker

The Motley Fool·
Microsoft CEO Satya Nadella Just Shared Bad News for Nvidia and Great News for This Rival Chipmaker

Microsoft plans to significantly expand its custom-designed Maia chips in Azure data centers starting next year, reducing reliance on Nvidia GPUs. The company will make Maia 300 chips its primary inference system for its products and services. This shift benefits Marvell Technology, which partners on the Maia chips, while pressuring Nvidia as major cloud providers develop custom AI accelerator alternatives.

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