Every major Nvidia customer is now a competitor as Microsoft reveals new Maia chip

AxiosOctober 13, 2026en

The trillion-dollar AI race is moving from software to silicon, as Microsoft's massive bet on its proprietary Maia chips proves Big Tech wants to wean itself off Nvidia's dominance. Why it matters: Microsoft's plan to power its AI products with custom silicon shows how every major Nvidia customer is now a competitor, seeking lower costs, improved performance and more control. The shift is particularly significant for inference — the computing needed to generate AI responses — as more sophisticated AI models and agents drive demand for computing power. Driving the news: Microsoft unveiled Maia 300, its latest custom AI accelerator, saying it will begin deploying the chip in 2027 and it will b

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