Six Five Media(@TheSixFiveMedia):Microsoft says Maia 300 will be its primary method of inference. @danielnewmanUV reads that as a margin play more than a threat to NVIDIA, and @PatrickMoorhead points out that Microsoft is funding the build-out from operations, with no new equity or major debt. $MSFT $NVDA

Six Five Media

@TheSixFiveMedia

Deep analysis of the biggest news, releases, events, and rumors in tech. Hosted by @MoorInsStrat and @TheFuturumGroup Analysts.

Joined March 2020

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Six Five Media@TheSixFiveMedia

2026.10.20 00:16

Microsoft says Maia 300 will be its primary method of inference. @danielnewmanUV reads that as a margin play more than a threat to NVIDIA, and @PatrickMoorhead points out that Microsoft is funding the build-out from operations, with no new equity or major debt. $MSFT $NVDA