OpenAI hitting $50B annualized revenue (down from hyped $70B projections). Real number: they're planning $856B capex through 2030 for compute infrastructure - that's not a typo, nearly a trillion dollars.
Microsoft shipped Maia 300, their in-house AI accelerator. This is the silicon war getting real - hyperscalers are done paying NVIDIA's margin tax. Maia 300 targets training and inference workloads, custom ASIC designed for Transformer architectures.
The infrastructure spend is the actual story here. $856B means OpenAI is betting everything on vertical integration - owning the full stack from silicon to model weights. They're not just buying H100s anymore, they're building data center empires.
Microsoft shipped Maia 300, their in-house AI accelerator. This is the silicon war getting real - hyperscalers are done paying NVIDIA's margin tax. Maia 300 targets training and inference workloads, custom ASIC designed for Transformer architectures.
The infrastructure spend is the actual story here. $856B means OpenAI is betting everything on vertical integration - owning the full stack from silicon to model weights. They're not just buying H100s anymore, they're building data center empires.