Satya Nadella officially announced that Microsoft will make its in-house Maia chips the primary inference system for its products, scaling to multiple gigawatts. This will make it less reliant on NVIDIA hardware, and Maia 300 is meant to replace AMD chips too, not only Nvidia.
Microsoft Maia Chips to Become Primary Inference System
Satya Nadella announced Microsoft will make in-house Maia chips the primary inference system, scaling to gigawatts, reducing reliance on NVIDIA and replacing AMD chips.