Changes in US stocks | Rumor has it that it will deploy self-developed AI chips on a large scale next year, Microsoft (MSFT.US) rose nearly 1% in early trading

The Zhitong Finance App learned that on Monday, Microsoft (MSFT.US) bucked the trend in early trading and rose by nearly 1%, rising 45% since July. According to the news, according to reports, Microsoft announced on Monday that a new generation of Maia 300 chips will begin to be deployed in data centers next year, specially designed for AI inference tasks. Microsoft expects the Maia 300 to handle 40% more tokens per megawatt than mainstream GPU systems, which means it can carry more AI workloads with the same energy consumption.

Unlike Google and Amazon, which have opened up the computing power of self-developed chips to cloud customers, Microsoft currently has no intention of leasing the computing power of Maia chips directly to external customers. This choice reflects Microsoft's priority: first use self-developed chips to meet its huge AI service needs, and then transform hardware efficiency advantages into business competitiveness.