MicrosoftAnnounced
Microsoft's third-generation inference accelerator, announced Oct. 12, 2026. Production deployments are planned for 2027. Microsoft says a rack holds 96 accelerators in a 167 kW envelope, with eight HBM4 stacks at 18.0 TB/s peak bandwidth inside a 950 W TDP, and compute chiplets on TSMC N2P. Microsoft expects up to 7x the rack token throughput of Maia 200 and 40% more tokens per megawatt than leading GPU systems. It is not offered for hourly rental. A general manager declined to set a date for multi-gigawatt deployment beyond the 2027 production start.
Latest update Oct 12, 2026
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Announced Oct. 12, 2026. Production deployments targeted for 2027. Not generally available, and not offered for hourly rental.
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Microsoft said on Oct. 12 that Azure Maia 300 will begin production deployments in 2027 and that the Maia family will scale to multi-gigawatt deployments that year as its primary inference system. It expects a 96-accelerator rack to deliver up to 7x Maia 200 token throughput and 40% more tokens per megawatt than leading GPU systems. CNBC reported a Microsoft general manager declined to set a firm date for that multi-gigawatt scale, and Maia chips are not offered for hourly rental.
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Azure is Microsoft's cloud platform. In the July 29, 2026 release, Satya Nadella said Azure revenue surpassed $100 billion for the first time and was up 41%. The financial statements do not print a separate Azure revenue line. Intelligent Cloud, a wider segment, had quarterly revenue of $39.3 billion, up 32%.
Microsoft 365 is the company's productivity subscription, including the Copilot service discussed in the earnings release. Nadella said Microsoft 365 Copilot reached over 30 million paid seats in the year ended June 30, 2026. The release does not print a Microsoft 365 dollar total. Productivity and Business Processes is a wider segment and is not used here as a Microsoft 365 revenue figure.
Microsoft-Decision-1 is a decision-scoring model Microsoft opened in Foundry and on OpenRouter on Oct. 9, 2026. It is post-trained from Qwen3.5-9B and returns calibrated probabilities for fixed yes/no, multiple-choice, and rating options rather than generating open-ended text. Input tokens are $0.042 per million; output tokens are free. Microsoft says it will rebase the model on Microsoft AI and OpenAI systems. Latency and accuracy claims are company-reported.
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Amazon
Amazon Web Services is the company's cloud business. Matthew S. Garman has been its CEO since June 2024. In the quarter ended June 30, 2026, AWS segment sales were $42.2 billion, up 37% on the release headline. Jassy said growth was 36.7% and that the AWS AI business and the chips business each passed a run rate of more than $25 billion.
Amazon
Amazon Stores is the consumer retail business. Douglas J. Herrington has been CEO of Worldwide Amazon Stores since July 2022. The 10-K says Amazon competes on selection, price, and convenience. In Q2 2026 the North America segment, which is wider than online stores, had sales of $116.2 billion, up 16%. International segment sales were $42.2 billion and are a geography, not a second stores brand.
Meta
Reality Labs is Meta's virtual and augmented reality consumer hardware, software, and content business. Meta Quest is the headset line inside that segment. In the quarter ended June 30, 2026, Reality Labs revenue was $431 million and the operating loss was $4,619 million. The release does not print a Quest-only revenue line. A later headset announced for 2027 is not given a price or ship date on this profile.
Alphabet
Google Search is the web search service inside Google Services. The FY2025 10-K says it helps people find information, with trillions of searches a year. In the quarter ended June 30, 2026, Google Search and other revenue was $63,271 million, up from $54,190 million, and the earnings release says that line grew 17%. Google Services as a whole, which also includes YouTube, subscriptions, platforms, and devices, was $94,540 million.