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Microsoft's Maia 300 chip cuts its reliance on Nvidia GPUs
Microsoft's Maia 300 chip claims 40 percent more tokens per megawatt than leading GPUs, loosening its Nvidia grip and reshaping the cloud bills Indian AI firms foot.
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Nvidia news
Oquilia's coverage of Nvidia and its business in India.
18 storiesLatest 12 Oct 2026, 23:23 IST
Startups
Nvidia's DLSS 5 Lands September 3rd and Demands Pricey New GPUs
Nvidia's DLSS 5 upscaling tech arrives on September 3rd, locked to RTX 50-series cards and NBA 2K27. For India's gamers, the real barrier is what that hardware costs.
Startups
OpenAI's Jalapeño chip takes aim at Nvidia's inference grip
OpenAI's new Jalapeño inference chip claims to beat Nvidia on speed and efficiency. For India's cash-strapped model builders, the compute-cost gap just got harder to ignore.
Startups
Wall Street's $500bn Bet Turns AI Compute Into an Asset Class
Nvidia and six financial giants are assembling $500 billion to treat GPUs like a tradable asset. The plumbing of the AI boom is being financialised, and India should watch closely.
Startups
Nvidia-Led Security Bloc Locks Out OpenAI, Google, Anthropic
Nvidia, Microsoft, SpaceX and IBM have formed the Open Secure AI Alliance to defend against rogue frontier models. The absentees may matter more than the members.
Startups
Nvidia's Japan robotics blitz raises the bar for India's AI push
Jensen Huang's Tokyo deals put 6.2 billion dollars behind Japan's robot-powered future. For India, still fixated on chatbots, it reads like a warning shot.
Startups
Nvidia Stumbles as Memory Chips Seize the AI Profit Crown
Nvidia's shares have slipped 15% as GPU prices cool and memory makers bank a tenfold windfall. The compute economics of AI are quietly shifting, and India is watching.
Startups
Meta's homegrown AI chips head to production this September
Meta will start manufacturing its own modular AI accelerators in September, chipping away at Nvidia's grip. For Indian developers renting GPUs, the ripples could reach INR bills.
Startups
Etched's inference-only chip bet reaches a $5 billion valuation
A Harvard-dropout chip startup just booked $1bn in orders before shipping. For India's compute-starved AI labs, the inference-cost question has never mattered more.
Startups
Micron Briefly Tops Meta and Tesla as AI Memory Boom Roars
A 236% one-month rally has pushed Micron past Meta and Tesla and put Wall Street's favourite new label on the chipmaker. But can the next Nvidia run last, and what does it mean for India?
Startups
OpenAI's Jalapeno Chip Marks Big Tech's Quiet Revolt on Nvidia
OpenAI has unveiled Jalapeno, a custom inference chip built with Broadcom, joining Google, Apple and SpaceX in designing their way out of Nvidia dependence. Here is why India should watch closely.
Startups
OpenAI unveils Jalapeno, its first custom AI inference chip
OpenAI has revealed Jalapeno, a Broadcom-built chip purpose-made to run ChatGPT and Codex, signalling a bid to loosen its grip on Nvidia. Here is what it means for India.
Startups
Groq Raises $650M and Rebuilds After Nvidia's $20B Raid
Six months after Nvidia paid $20B to licence its tech and poach its founders, Groq has confirmed a $650M raise and a neocloud pivot. Here is the Indian read.
Startups
SpaceX rents out xAI's GPUs to Reflection AI in $6.3bn pact
Open-weight lab Reflection AI will pay SpaceX $150m a month for Nvidia GB300 chips at Colossus 2. The deal lays bare who can afford to rent the compute India is still scrambling to build.
Startups
Groq Seeks $650M For Inference Push After Nvidia's $20B Deal
Months after Nvidia's $20 billion licensing-and-talent swoop, AI chip firm Groq is back for $650 million to bet on inference, and India's model builders are watching closely.
Startups
Groq Seeks $650M And Pivots To Inference After Nvidia Deal
Months after a roughly $20 billion arrangement with Nvidia, chip firm Groq is raising $650 million and recasting itself as an inference business. The real prize lies downstream.
Startups
Jensen Huang stakes $200B on Vera, Nvidia's first agentic-AI CPU
Nvidia's CEO told an earnings call that a new CPU built only for AI agents opens a $200 billion market. Indian IT shops and sovereign clouds are listening.
Startups
Nvidia's $81.6B Quarter and $43B Startup Bet Lay Bare AI Capex
Nvidia's Q4 brought $81.6B in revenue and a startup portfolio that doubled to $43B in three months. The slowing forward guide is the part Indian capex watchers should read first.