Microsoft Unveils Maia 300 to Make Its Own Chips Central to AI Inference
Microsoft plans multi-gigawatt Maia deployments from 2027, aiming to lower AI inference costs while continuing to use Nvidia and AMD for training.
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Microsoft plans multi-gigawatt Maia deployments from 2027, aiming to lower AI inference costs while continuing to use Nvidia and AMD for training.
Intel and Broadcom’s CEOs warn that financing costs and investment returns could constrain the AI buildout even as computing demand remains strong.
Amazon’s reported $7 billion Decart talks could deepen an existing AWS partnership and bring AI chip-optimization software and real-time models in-house.
Palantir CEO Alex Karp’s career outlook puts skilled trades and unconventional thinking in focus as families weigh training costs and AI-driven hiring changes.
Verizon fell 8.75%, its worst day since 2002, while AT&T and T-Mobile suffered historic losses as SpaceX’s Starlink mobile plans rattled telecom stocks.
OpenAI reportedly targets at least $70 billion in annualized revenue by year-end, up from a roughly $50 billion pace at September’s close.
Apple stock slipped about 0.8% in overnight trading as Nikkei reported cuts to iPhone 18 Pro and Pro Max component orders amid softer demand.
AT&T fell about 7.5%, while Verizon and T-Mobile lost around 6.6% after hours as SpaceX’s new spectrum deal raised U.S. mobile competition concerns.
SpaceX’s Starlink mobile ambitions move closer after the FCC cleared 15,000 satellites and a waiver enabling service on company-controlled spectrum.
OpenAI’s annualized revenue neared $50 billion at September’s end, with partner-sales accounting explaining the gap from earlier $70 billion reports.
SpaceX’s earlier chip financing memo featured space photos, FT says, as the company pursues a separate $40 billion Nvidia deal.
Lambda is raising up to $4 billion at a $14.5 billion pre-money valuation, with Blackstone and Coatue leading the round ahead of a planned 2027 IPO.