By Yahoo Finance Video
Publication Date: 2026-10-12 22:11:00
00:00 Speaker A
Let’s talk a little bit about sort of the margin impact of this. I know you say that, you know, Nvidia and AMD, they’re great partners of Microsoft and we’re in this supply constrained world. So, you’re, you know, lots and lots of different kinds of chips and GPUs are needed.
00:23 Speaker A
Um, but some might look at this and say that Microsoft is trying to maybe reduce its dependence on Nvidia, especially as there’s been, you know, a little bit of margin pressure.
00:33 Speaker A
Is this is that any part of this?
00:36 Speaker B
Well, I mean, I think the way we look at it is, I mean, choice is good and competition is good.
00:43 Speaker B
And, um, and certainly from our perspective, uh, we’re not like locked into a single approach for anything because we recognize, you know, even within our own internal team, sometimes we have different approaches that are better for different use cases.
01:05 Speaker B
Um, and you know, competition and the market is good for everyone, uh, us included. And so,
01:13 Speaker B
uh, we do believe right now that with Maia 300 that we can achieve, you know, uh, 40% more tokens per megawatt or per dollar, um, which ultimately turns into gross margin for us, uh, and, um, you know, delivers significant savings.
01:31 Speaker B
Um, but again, we’re we’re not we’re not sort of saying that it’s only going to be Maya. Um, we want to make sure…
