US Stock Market Move | Rumor: Large-scale deployment of self-developed AI chips next year. Microsoft Corporation (MSFT.US) rose nearly 1% in early trading.

On Monday, Microsoft Corporation (MSFT.US) rose nearly 1% in early trading against the broader market trend, bringing its cumulative gain since July to 45%. On the news front, according to reports, Microsoft Corporation announced on Monday that its next-generation Maia 300 chip will begin deployment in data centers next year, designed specifically for AI inference tasks. Microsoft Corporation expects that Maia 300 will process 40% more tokens per megawatt than mainstream GPU systems, meaning it can handle more AI workloads at the same energy consumption. Unlike Alphabet Inc. Class C and Amazon.com, Inc., which have already opened their self-developed chip computing power to cloud customers, Microsoft Corporation currently has no intention of directly renting out Maia chip computing power to external customers. This choice reflects Microsoft Corporation's priorities: first use its self-developed chips to meet its own massive AI service demands, then translate hardware efficiency advantages into business competitiveness.