Microsoft just reclaimed its $4T market cap, thanks to its Maia 300 AI chip

00:00 Speaker A

Microsoft regaining the spot in the $4 trillion market cap club led by its latest AI chip. So, what can you tell us there and will this momentum hold on?

00:08 Speaker B

Yeah, this is their Maia 300 chip. They have a prior Maya 100 and Maya 200. Uh those uh the 200 is being rolled out uh now and the 300 will be rolling out in 2027. And basically, what they say here is that uh in certain applications, it’s better than what’s on the market, uh widely available GPU-based systems.

00:25 Speaker B

That’s basically Nvidia and AMD. Uh and that they’re going to have uh multiple uh gigawatt deployments of these chips. So, that means that they are really going to go all out with trying to use these as best they can uh in their data centers. And, you know, it’s it’s part of their move to, which which we’ve seen from Google and and Amazon as well, to reduce their dependence on uh what you get from uh Nvidia or AMD and ensure that they kind of…