Microsoft is reportedly in talks to supply its proprietary Maia 200 AI chips to Anthropic while shifting its internal developers to focus on GitHub Copilot CLI. This dual strategy highlights the tech giant's push to dominate developer tools while positioning itself as a major AI hardware supplier.
- Hardware Ambitions: Supplying Maia 200 chips to Anthropic underscores Microsoft's goal to become a key infrastructure provider.
- Developer Pivot: The company is moving internal developers away from Anthropic's Claude Code to prioritize its own GitHub Copilot CLI.
- Stock Movement: Microsoft stock edged down 0.12% to close at $418.57 ahead of the holiday.