Microsoft is reportedly in the process of bringing a second-generation Maia accelerator to market next year that will no doubt offer more competitive compute, memory, and interconnect performance.

But while we may see a change in the mix of GPUs to AI ASICs in Microsoft data centers moving forward, they’re unlikely to replace Nvidia and AMD’s chips entirely.

Over the past few years, Google and Amazon have deployed tens of thousands of their TPUs and Trainium accelerators. While these chips have helped them secure some high-profile customer wins, Anthropic for example, these chips are more often used to accelerate the company’s own in-house workloads.

If Google’s TPUs or Amazon’s Trainium systems were as good as (and as flexible as) offerings from Nvidia/AMD, no one would be buying their enterprise GPUs.