Microsoft plans to unveil the Maia 300 chip and secure TSMC capacity for 300,000 units. Microsoft largest company by market cap at 0.1% YES.

Microsoft's Maia AI chip program is back on track with Maia 200 deployed in data centers and Maia 300 in design, challenging Nvidia's AI compute

Microsoft is working with TSMC to manufacture custom AI chips including the Maia 200 accelerator, while also diversifying with Intel's foundry