Cloud platforms and the systems behind them.
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Microsoft is scaling its Azure Maia accelerators to multi-gigawatt deployments from 2027, positioning Maia as the primary inference engine for its products, with the new Maia 300 promising big efficiency gains.
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A Financial Times report says Tencent has leased access to roughly 100,000 advanced AI chips in Oracle's Southeast Asian data centers for about $7 billion — hardware it cannot legally buy for use in China. Days after the US House passed a bill targeting exactly this workaround, the five-year commitment looks like a bet on a legal gap staying open.
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