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Microsoft's Maia 300 swaps raw compute for a 2.5x memory bandwidth gain as it moves to make in-house silicon its main AI engine while claiming a 40% efficiency bump — could going the Google route be the pin that pops the Nvidia AI bubble?

* Microsoft will make Maia its main inference engine at multi-gigawatt scale, following Google and Amazon into in-house silicon * Microsoft's upcoming Maia 300 trades a modest 36% compute gain for 2.5x Maia 200's memory bandwidth, betting on memory-bound decode, with production in 2027 * Hyperscalers supply just

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TECH NEWS

Bleecker Street says TikTok suspended the Musk documentary account for “political policy” violations and called the suspension “permanent”; Bleecker's appealing

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