Post by Ben Pouladian on X
Ben Pouladian@benitoz
XMicrosoft’s Maia 200 is real: 10 PF FP4, 216GB HBM3e, 7 TB/s.
But NVIDIA’s Vera Rubin (H2 2026): 50 PF FP4, 288GB HBM4, 13 TB/s.
Hyperscalers build for today’s inference costs.
NVIDIA builds for tomorrow’s ceiling.
$NVDA $msft

227 likes20 repliesPosted Jan 26, 2026