Anthropic reportedly plans to purchase Microsoft's self-developed AI chip "Maia 200"! Breaking Nvidia's computing power monopoly, MSFT stock rises 2%

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Microsoft is challenging Nvidia's dominance in computing power! According to a report by The Information today (21st), AI giant Anthropic is in early-stage negotiations with Microsoft to lease Microsoft's self-developed Maia 200 chips to run its Claude models. This news drove Microsoft's stock price up by 2% on Thursday. If the deal is finalized, it will mark a critical turning point for Microsoft as it shifts from "buying chips" to "selling computing power," not only significantly reducing cloud costs but also providing customers with a cost-effective alternative to Nvidia. (Previous coverage: Trump's Q1 stock portfolio revealed: $750 million spent on NVIDIA and Apple, while offloading Microsoft, Amazon, and Meta) (Background: OpenAI and Microsoft agree on $38 billion profit-sharing cap, securing IPO freedom by saving hundreds of billions) Microsoft (NASDAQ: MSFT) is approaching a key breakthrough in its strategic layout for AI hardware infrastructure. According to the latest report from tech media outlet The Information today (May 21, 2026), Anthropic, the startup giant behind the renowned AI model Claude, is currently in early-stage talks with Microsoft to lease computing resources powered by Microsoft's self-developed AI server chips (primarily the Maia series). Encouraged by this major news, Microsoft's stock price rose by 2% during Thursday's trading session. The report indicates that the core focus of the negotiations is Microsoft's second-generation AI accelerator, the Maia 200, released in January this year. Built on TSMC's 3nm process, this chip differs from Nvidia's all-purpose GPUs by focusing entirely on "inference optimization." This means that while it may not be suitable for training massive new models from scratch, it can provide faster processing speeds, lower power consumption, and highly competitive cost-efficiency compared to Nvidia hardware when running existing Claude models. Microsoft has already applied Maia chips to its internal services like Copilot. Successfully securing Anthropic as an external flagship customer would be a major milestone for the commercial rollout of Microsoft's self-developed chips. In fact, Anthropic is already a major user of Microsoft Azure cloud services. In an agreement reached at the end of 2025, Anthropic committed to purchasing $30 billion worth of Azure computing power (primarily based on Nvidia's Grace Blackwell architecture). However, with the explosive growth in demand for Claude models, Anthropic is facing a severe hunger for computing power. By introducing Microsoft's Maia chips, Anthropic can achieve the following strategic goals: - Diversify supply chain risks: Implement a "multi-cloud + multi-silicon" strategy to reduce extreme reliance on the single chip hegemon, Nvidia. - Reduce operating costs: Utilize the cost-effectiveness of Maia to handle massive daily inference tasks. - Customize future hardware: Leasing existing chips opens the door for collaboration, with the potential for Anthropic to provide feedback on the design of Microsoft's next-generation chips, tailoring hardware to its specific needs. These negotiations profoundly reflect the current competitive landscape of the AI industry, where "computing power is power." Nvidia's high hardware prices are continuously eroding the profit margins of cloud providers. For Microsoft, successfully convincing Anthropic to adopt the Maia 200 would not only prove the competitiveness of its self-developed chips to the market but also help it gain ground in the cloud war against Google (TPU) and Amazon (Trainium). This signals Microsoft's transformation from a customer that merely "buys Nvidia chips" into a top-tier infrastructure arms dealer capable of exporting its own AI silicon.

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