Jaeden Schaefer

Like you're not going to, I think in the olden days or olden days, but like in the past, it was kind of like, hey, we need like an AI model that's going to go and

run through and do this massive project it's going to get this huge batch done for us and then we're going to be done when you're looking at like how consumers and how the enterprise is using it today people are pinging this all day every day always it needs to always be on no one wants latency and so it needs to kind of accommodate for that not just like this huge fluctuating big usage and then a lull it's it's kind of like we're getting this constant steady usage so

Beyond just like the performance, I think the power efficiency is a really key part of all of this.

Data centers right now, they're already straining against energy constraints.

We have even to the top levels of the government talking about, look, you guys need to be building power generation or power creation in some way alongside your data centers because there just isn't enough.

And that cost gets passed on to the consumer.

Like if you live in an area with a

And they're all getting subsidized.

You are paying for it.

Essentially, your power is going to be more expensive.

So I think the AI workloads are getting really intense right now.

But essentially, by designing this chip and creating its own silicone, Microsoft can tune Maya specifically to its data center layouts, which is a really interesting thought.

Microsoft being, you know, one of the biggest players buying and building these data centers, they could build a chip that's specifically designed for how they structure and run their data centers.

That's, you know, that's like the cooling systems and it's kind of the software framework and they can do all of this to reduce any sort of wasted power and they can smooth out the deployment at scale.

So I think that's a really interesting vertical integration.

It's difficult to achieve with any sort of off the shelf GPU alone that you might get from NVIDIA or anyone else.

And so I think this kind of Maya 200 chip is also reflecting a really big shift in the whole industry, right?

The whole world's largest cloud providers, more and more they're getting into designing their own chips to try to reduce their reliance on NVIDIA.

And let's be honest, NVIDIA's GPUs have become basically the backbone of the AI boom.

But I think it also...