Feb. 11 at 1:10 PM
$AEHR opinions?
$AMZN $GOOGL
Maia 200 Details
Announced in January 2026, this inference accelerator is optimized for Azure, delivering over 10 PetaFLOPS at 4-bit precision (FP4) and more than 5 PetaFLOPS at 8-bit (FP8) on 3-nm technology with high power density—ideal for Aehr’s Sonoma burn-in testing.
Fit with Aehr Order
Aehr’s February 2026 order for “next-generation AI ASIC processors” aligns precisely with Maia 200’s rollout in US Azure regions for GPT-5.2, Copilot, and Superintelligence workloads. Prior Sonoma orders in 2025 matched Maia 100 production.
Why Not Others?
Other hyperscalers (AWS Trainium3, Google TPUv7) have different timelines, but only Microsoft’s Maia roadmap matches Aehr’s “world-leading hyperscaler” description and 2026 production start.