A Microsoft executive said the company sees choice and competition as positive and is not locked into a single chip approach, since internal teams sometimes prefer different options for different use cases. Microsoft believes Maia 300 can deliver 40% more tokens per megawatt or per dollar, which would improve gross margin and produce significant savings. The executive stressed that Maia is not the only path: Microsoft has active programs with Nvidia, AMD, Intel and others, and will deploy all of them within its cloud, with each offering different benefits and costs across generations.
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.5T |
| Close on 10/12/2026 | 226.32 |
| Change that session | -1.29% |
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/12/2026 | 541.15 |
| Change that session | +1.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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