Microsoft and Anthropic are in talks regarding a potential AI chip deal, building on Microsoft's recent $5 billion investment in the AI safety company. Microsoft's internally-developed Maia 200 chips, currently used only in the company's own data centers, offer greater efficiency than competing processors and could form the basis of a broader partnership.
Why it matters: Strategic chip deals between major cloud providers and AI labs signal how companies are building integrated stacks of hardware and software to compete in the AI infrastructure market.