Microsoft's Maia 300 swaps raw compute for a 2.5x memory bandwidth gain as it moves to make in-house silicon its main AI engine while claiming a 40% efficiency bump — could going the Google route be the pin that pops the Nvidia AI bubble?

Can in-house chips pop the AI bubble? Microsoft's Maia 300 makes the case, but Nvidia shrugged off the news with a 1.29% decline.