# Azure
Latest news and articles about Azure
Total: 4 articles found
Wall Street’s AI Bill: Microsoft’s $381bn Market Shock and the Hard Question for Tech Giants
A recent sharp sell‑off wiped about $381 billion off Microsoft’s market value after Azure growth showed signs of slowing and the company flagged more than $100 billion of capital spending for the year. The market reaction underscores a broader investor scepticism about whether massive AI‑related investments across big tech will be monetised, shifting the emphasis from spending to demonstrable returns.
Microsoft’s Maia 200 Raises the Stakes in the Cloud AI Chip War
Microsoft has started deploying its Maia 200 AI accelerator built on TSMC 3nm, claiming substantial performance and cost advantages versus Amazon’s Trainium and Google’s TPU. The chip — designed to run large models efficiently at low power — is part of Microsoft’s strategy to secure more predictable, cheaper AI compute for Azure and to lessen reliance on Nvidia. An SDK preview is available to developers, while broader cloud rental availability is promised for the future.
Microsoft Unveils Maia 200 AI Chip to Wean Azure Off Nvidia
Microsoft has deployed Maia 200, its second‑generation AI chip built by TSMC, to some data centres and released developer control software, positioning the company to reduce dependence on Nvidia. Wider availability to Azure customers remains unspecified, but the move intensifies a trend of cloud providers building custom accelerators to control costs, supply risk and performance.
Microsoft Unveils Maia 200 — A 3nm AI Inference Chip Aimed at Denting NVIDIA’s Dominance
Microsoft has launched Maia 200, a TSMC 3nm AI inference chip the company says outperforms Amazon’s Trainium v3 and Google’s TPU v7 on low-precision workloads while improving inference cost-efficiency by about 30% versus its current fleet. The release underscores hyperscalers’ push into custom silicon to reduce reliance on Nvidia GPUs, but success will depend on software tooling, ecosystem adoption and independent benchmarking.