Microsoft to Expand Use of In-House Maia AI Chips to Reduce Nvidia Reliance

Key Facts

Microsoft announced plans to eventually have multiple gigawatts worth of its homegrown Maia AI chips to power its computing infrastructure. CNBC reported that the company intends to make the Maia architecture its primary foundation for running AI models, signaling a strategic shift toward proprietary hardware.

This move toward vertical integration follows a period where MSFT closed at $535.07 on October 9, 2026, while NVDA closed at $229.28 on the same date. By prioritizing internal hardware, Microsoft aims to mitigate supply constraints and high costs associated with third-party GPUs, competing in a landscape where GOOGL closed at $351.66 and META at $718.67 on October 9, 2026.