Microsoft Is Replacing Nvidia (And It's Working)
Автор: Boardroom Wire
Загружено: 2026-02-13
Просмотров: 203
Описание:
Microsoft is now running GPT-5 on chips they built themselves — not Nvidia, not AMD. The chip is called Maia 200, and it's live in production right now.
But here's the twist: Microsoft is also Nvidia's biggest customer. Last year they spent $31 billion on data centers and bought 485,000 Nvidia GPUs.
So what's actually going on?
In this video, I break down Microsoft's custom silicon strategy, why the economics of AI inference forced their hand, and what this means for the future of the AI chip industry.
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🕐 TIMESTAMPS
0:00 — Intro
0:35 — What Actually Happened
1:35 — The Copilot Cost Problem
3:02 — The Great Decoupling
5:02 — Winners & Losers
6:29 — Closing Remarks
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#Microsoft #Nvidia #AI #Maia200 #AIChips #GPT5 #Copilot #TechStrategy #BusinessOfAI
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