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Microsoft Bets On In-House Maia Chips for AI From 2027 To Loosen Nvidia’s Grip

NDTV Profit 2 hrs ago·12 Oct 2026, 5:06 pm

Microsoft has announced plans to develop its own custom chips, named Maia, to power its artificial intelligence operations starting in 2027. This move is a strategic shift to reduce reliance on external suppliers like Nvidia for critical computing tasks.

For investors, this signals a major step toward vertical integration in the tech sector. By controlling its own hardware, Microsoft aims to lower costs and optimize performance for AI workloads. This could strengthen its competitive edge against other major cloud providers.

Market participants should monitor how this development impacts the broader semiconductor industry. A successful transition could encourage other tech giants to pursue similar in-house chip strategies, potentially reshaping the competitive landscape for hardware suppliers.

Key takeaways

  • Category: Economy.
  • Assessed as a significant, market-relevant update.

Why it matters

A meaningful update worth tracking. Use the price and stock snapshot to gauge how the market is responding.

Summary & analysis by DocStoX. Full story at NDTV Profit.

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Microsoft Bets On In-House Maia Chips for AI From 2027 To Loosen Nvidia’s Grip