Microsoft Q2 Earnings Call Highlights

At the silicon layer, Nadella pointed to a mix of NVIDIA and AMD GPUs and Microsoft’s own chips. He said Microsoft brought online its Maia 200 accelerator, describing it as delivering “10+ petaflops at FP4 precision” with “over 30% improved TCO compared to the latest generation hardware” in Microsoft’s fleet. He also highlighted the Cobalt 200 CPU, which he said delivers “over 50% higher performance” compared with Microsoft’s first custom processor for cloud-native workloads.On infrastructure, Nadella empha ...