Microsoft stock reaches a one-year high as company announces large-scale deployment of in-house AI chips.

Chainthink

Release Time: 2026/10/12 14:09:13

Summary

Microsoft stock reached a one-year high on October 12, rising 0.8% during the session. The company is advancing its plan to increase internal use of AI chips in data centers, reducing dependence on NVIDIA GPUs. It will employ the Maia architecture to handle AI model requests and scale computing to gigawatt levels. The third-generation Maia 300 chip is scheduled for production in 2027, with each rack accommodating 96 units—double the capacity of the previous version. Compared to GPUs, the Maia 300 can process up to seven times more tokens per rack and improve efficiency by 40% per megawatt. Evercore ISI estimates that Maia chips will account for approximately 10% of Microsoft’s AI chip budget by early 2027. As AI and crypto news continues to grow, this move could influence inflation trends in the technology sector.

ChainThink report: On October 12, market data showed Microsoft's stock reached its highest level in nearly a year, rising 0.8% on the day.

Microsoft plans to gradually increase the proportion of its self-developed AI chips in data centers to reduce dependence on NVIDIA GPUs, with future AI model requests primarily handled by the Maia chip architecture and several gigawatts of computing power deployed.

Microsoft has unveiled its third-generation AI accelerator chip, the Maia 300, scheduled for production in 2027. Each data center rack can accommodate 96 Maia 300 chips—twice the number of Maia 200 chips.

Compared to GPUs, it offers up to 7 times higher AI token processing per rack and approximately 40% higher token processing per megawatt.

Evercore ISI analysts expect the Maia chip to account for approximately 10% of Microsoft's AI chip spending by the first quarter of 2027.

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