Home / News / Third Wheel: Microsoft’s AI Chips Are “Nowhere Close” to NVIDIA or Google per Analyst

Third Wheel: Microsoft’s AI Chips Are “Nowhere Close” to NVIDIA or Google per Analyst

Key TakeawaysMicrosoft unveiled its Maia 300 AI chip on Monday and plans to scale its Maia chips to multi-gigawatt deployments starting next calendar year. Bloomberg Intelligence analyst Mandeep Singh said Microsoft’s chips are “nowhere close” to Google’s TPUs or NVIDIA, which puts Alphabet ahead in the custom-chip race.

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Stocks· October 19, 2026 at 05:40 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

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Key TakeawaysMicrosoft unveiled its Maia 300 AI chip on Monday and plans to scale its Maia chips to multi-gigawatt deployments starting next calendar year. Bloomberg Intelligence analyst Mandeep Singh said Microsoft’s chips are “nowhere close” to Google’s TPUs or NVIDIA, which puts Alphabet ahead in the custom-chip race.

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