Microsoft (MSFT) returned to a $4 trillion market cap after unveiling its Maia 300 AI chip, which it says outperforms widely available GPU-based systems in certain applications. The Maia 200 is rolling out now and the Maia 300 is due in 2027, with multiple gigawatt-scale deployments planned in its data centers. The move is part of a broader push, similar to Google and Amazon, to reduce reliance on Nvidia and AMD, though Microsoft will still buy their chips and Intel's because customers may want them. The chips will also power Microsoft's own software and AI services.
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Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/09/2026 | 535.07 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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