Microsoft introduces Maia 200, an AI accelerator for Azure, challenging Nvidia in the AI space. Nvidia’s data center business continues to grow, but custom silicon from hyperscalers like Microsoft could impact Nvidia’s pricing. While Nvidia remains strong, its high valuation may be at risk as cloud providers develop in-house solutions. Investors should watch for potential erosion of Nvidia’s market share.

Read more at Nasdaq: Does This New Chip Threaten Nvidia?