註冊並分享邀請連結,可獲得影片播放與邀請獎勵。

Sam Badawi
@Sam_Badawi
Stock analyst & creator | Interviews + deep dives on stocks, fundamentals & AI | Origins of Alpha + Quarterly Conviction |
加入 March 2020
724 正在關注    55.9K 粉絲
BREAKING: Microsoft $MSFT is scaling its Maia chips to multi-gigawatt deployments in 2027 as its primary inference platform. The new Maia 300 promises 40% more tokens per megawatt than leading GPU systems and up to 7x the rack-scale throughput of Maia 200. Built on TSMC $TSM N2P process with HBM4 memory, Maia 300 could reduce Microsoft's reliance on NVIDIA $NVDA and $AMD for AI inference.
顯示更多
0
13
47
3
轉發到社區