JPMorgan Chase: Microsoft’s Maia300 delivers 40% higher inference performance, cutting costs for deploying millions of chips.

JPMorgan Chase’s October 12, 2026 research report notes that Microsoft’s Maia 300 delivers 40% more tokens per megawatt than leading GPU systems, with rack-level token throughput at full 96-accelerator configuration reaching 7 times that of Maia 200. Maia 200 offers 1.7 times more tokens per watt than GPU infrastructure. Reuters reports Microsoft plans to deploy over 1 million Maia 300 chips in 2027. Microsoft’s fiscal 2027 capital expenditure is projected at around $210 billion, with calendar 2

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