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Explore Microsoft Is Replacing Nvidia (And It's Working) with 639 views, 35 likes, and 2 comments. Experience the impact of this video content that has captured audience attention.

Microsoft is now running GPT-5 on chips they built themselves — not Nvidia, not AMD. The chip is called Maia 200, and it's live in production right now. But here's the twist: Microsoft is also Nvidia's biggest customer. Last year they spent $31 billion on data centers and bought 485,000 Nvidia GPUs. So what's actually going on? In this video, I break down Microsoft's custom silicon strategy, why the economics of AI inference forced their hand, and what this means for the future of the AI chip industry. — 🕐 TIMESTAMPS 0:00 — Intro 0:35 — What Actually Happened 1:35 — The Copilot Cost Problem 3:02 — The Great Decoupling 5:02 — Winners & Losers 6:29 — Closing Remarks — 🔔 Subscribe for more: @BoardroomWire 𝕏 Follow on X: https://x.com/BoardroomWire — #Microsoft #Nvidia #AI #Maia200 #AIChips #GPT5 #Copilot #TechStrategy #BusinessOfAI —

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