Microsoft at $541.15 After Maia 300’s 40% Claim: Bull…
By Tobi Opeyemi Amure
Source excerpt · FinanceFeeds
The obvious reading of Monday's Microsoft post is that a 40 percent efficiency gain just cut the Nvidia bill. It did not. Scott Guthrie, executive vice president of Cloud + AI, wrote on 12 October 2026 that Microsoft expects Maia 300 to deliver 40 percent more tokens per megawatt than leading GPU-based systems, with production deployments beginning in 2027, when Maia is supposed to become the prim…