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Microsoft (MSFT) Surges on Anthropic AI Chip Deal, Threatens NVIDIA's Inference Dominance

Reuters Read original source (opens in a new tab)
The Story

News Summary

  • Microsoft is in talks with Anthropic to supply AI chips (Maia 200) as a cheaper alternative to NVIDIA for inference tasks.
  • Anthropic has been increasing Azure server rentals, supporting Microsoft's AI infrastructure expansion.
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