Microsoft Maia 300 Report Raises Stakes in AI Chip Race
Microsoft is reportedly preparing its Maia 300 AI chip for a September reveal, sharpening the race to reduce Big Tech dependence on Nvidia hardware.
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Microsoft Logs $3.2B From Anthropic Investment, but OpenAI Was a Mixed Bag
Microsoft's latest earnings report revealed a striking contrast between its two major AI lab investments: a $3.2 billion single-quarter gain from its stake in Anthropic, nearly matching what its much larger, longer-held…
Why the first GPU financiers are turning to inference chips in a $400 million deal
General Compute has secured a $400 million loan from Upper90 to fund inference-specific chips, marking a major shift in AI infrastructure financing away from traditional Nvidia GPUs.