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Microsoft to lean on homegrown AI chips, CNBC reports

CNBC reported Oct 12 that Microsoft will rely more on homegrown AI chips and said that increasingly counting on its own chips stands to expand margins and bolster its AI stack.

Developing storyDeepMind’s Lila Ibrahim on balancing AI innovation and safety3 reports · latest 50 min agoTimeline →

MarketAlleys Research Desk

Published · 3 min read

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Illustration for: Microsoft to lean on homegrown AI chips, CNBC reports
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What happened

What happened

CNBC reported on Oct 12, 09:00 UTC that Microsoft will rely more on homegrown AI chips, reducing dependence on Nvidia. The CNBC headline was "Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia." CNBC said that by increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.

CNBC was the only publisher listed as also reporting the item.

Stocks market context

Stocks market context

At Oct 12, 18:45 UTC, prices and moves are shown and all moves are from the prior close. The SPY ETF (tracks S&P 500; its price is NOT the S&P 500 level) was $777.58 and fell 0.13%; the QQQ ETF (tracks Nasdaq 100; its price is NOT the Nasdaq 100 level) was $745.82 and fell 0.73%; Microsoft was $539.50 and rose 0.83%; Nvidia was $226.89 and fell 1.04%. Apple was $339.67 and rose 0.90%; Amazon was $259.98 and fell 0.93%; Meta Platforms was $746.20 and rose 3.83%.

Instrument Last Change Basis As of Source
S&P 500 (via SPY ETF) $777.58 -0.13% vs prior close Oct 12, 18:45 UTC Finnhub
Nasdaq 100 (via QQQ ETF) $745.82 -0.73% vs prior close Oct 12, 18:45 UTC Finnhub
NVIDIA $226.89 -1.04% vs prior close Oct 12, 18:45 UTC Finnhub
Apple $339.67 +0.90% vs prior close Oct 12, 18:45 UTC Finnhub
Microsoft $539.50 +0.83% vs prior close Oct 12, 18:45 UTC Finnhub
Amazon $259.98 -0.93% vs prior close Oct 12, 18:45 UTC Finnhub
Alphabet $352.20 +0.15% vs prior close Oct 12, 18:45 UTC Finnhub
Meta Platforms $746.20 +3.83% vs prior close Oct 12, 18:45 UTC Finnhub
Tesla $379.12 -0.94% vs prior close Oct 12, 18:45 UTC Finnhub
JPMorgan Chase $334.70 +0.51% vs prior close Oct 12, 18:45 UTC Finnhub

Related coverage

Yahoo reported Microsoft has launched its new Maia 300 AI chip. Yahoo also reported Microsoft will deploy the Maia 300 AI system in its Azure cloud-computing facilities starting in 2027. Yahoo further published an item saying Nvidia shares fell 1% after Microsoft unveiled a new AI chip.

What to watch

What to watch

Finnhub lists MS Q3 2026 earnings as scheduled Wed Oct 14 (before the open).

  • Tue Oct 13 (before the open) — UNH Q3 2026 earnings · EPS estimate 4.19
  • Tue Oct 13 (before the open) — JPM Q3 2026 earnings · EPS estimate 5.92
  • Tue Oct 13 (before the open) — JNJ Q3 2026 earnings · EPS estimate 2.59
  • Tue Oct 13 (before the open) — C Q3 2026 earnings · EPS estimate 2.73
  • Tue Oct 13 (before the open) — WFC Q3 2026 earnings · EPS estimate 1.88
  • Tue Oct 13 (before the open) — GS Q3 2026 earnings · EPS estimate 15.05

Sources and data

  • CNBC (secondary source) — Microsoft to rely more on homegrown AI chips, reducing dependence on Nvidia
  • Yahoo (secondary source) — Microsoft reveals Maia 300 AI chip as it works to reduce dependence on Nvidia, AMD
  • Finnhub (market data) — market data

Market data as of Oct 12, 18:45 UTC; report generated Oct 12, 18:50 UTC. All times are UTC. Each table row shows its own timestamp and provider.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools from the sources listed above, and checked against our automated-content validation rules. It is for information only and is not investment advice.

Terms in this article

Sources & data

  1. CNBC (secondary, retrieved Oct 12, 2026, 06:52 PM UTC)
  2. Yahoo (secondary, retrieved Oct 12, 2026, 06:52 PM UTC)
  3. Finnhub (market-data, retrieved Oct 12, 2026, 06:52 PM UTC)

Market data as of Oct 12, 2026, 06:45 PM UTC.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools, built only from the cited sources and validated by rules described in our methodology. Spot an error? Request a correction.

Ask about this story

Questions are answered only from this article and the sources it cites.

MarketAlleys provides news and analysis for information only; it is not investment advice or a recommendation to buy or sell any security. Markets involve risk. Risk disclaimer.

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