Microsoft’s Maia 200 is real: 10 PF FP4, 216GB HBM3e, 7 TB/s

Microsoft’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 pic.twitter.com/gIwd3xlwT4

— Ben Pouladian (@benitoz) January 26, 2026