Microsoft has rejoined the $4 trillion market cap club, and the company is pushing forward with its Maia 300 AI chip, expected to launch in 2027. The chip is designed to outperform widely available -based systems in certain tasks, and Microsoft plans multiple gigawatt-scale deployments as part of a broader effort to reduce its reliance on Nvidia and AMD.
Yahoo Finance's Dan Howley explains that Microsoft will continue purchasing chips from third-party suppliers even as it builds its own silicon. The strategy mirrors the multi-cloud approach seen across the tech industry, allowing the company to own more of its stack—from chips to AI models to software agents. Controlling more layers could give Microsoft advantages in its own applications and services.
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