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Azure grows 48% as Microsoft bets on its own AI chip

Original: Azure grew 48% to $33.2B in a quarter. So why is Microsoft designing its own AI chip? A cloud is buildings full of racks

Microsoft's Azure revenue jumped 48% to $33.2 billion in a quarter, yet the company is pushing forward with its in-house AI chip, Maia. Microsoft claims Maia 200 delivers 40% more AI work per megawatt than top GPU systems, and the chip already runs Copilot. With datacenters constrained by power rather than demand, efficiency is the key motive: designing custom silicon lets Microsoft squeeze more AI capacity out of every rack it builds.

Why now: The striking contrast between booming Azure growth and Microsoft's push for custom AI silicon to overcome power constraints is drawing attention.

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• Azure grew 48% to $33.2B in a quarter. So why is Microsoft designing its own AI chip? A cloud is buildings full of racks, and every rack runs on power. Microsoft estimates 40% more AI work per megawatt than top GPU systems. That's its own figure. Maia 200 already runs Copilot.… · connascent · 1

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