Microsoft plans to unveil next-gen AI chip in September: report
Tech firm said to have talked with TSMC to secure production capacity for over 300,000 units for delivery in 2027
Microsoft is reportedly set to introduce its next-generation AI chip, the Maia 300, in September, according to a report by The Information. The announcement was made on August 10, citing sources familiar with the company's plans. The Information's report indicated that Microsoft has been engaged in discussions with Taiwan Semiconductor Manufacturing Co (TSMC) to secure production capacity for over 300,000 units of the chip, with delivery expected in 2027.
The chip will replace the company's previous Maia AI chip, which was introduced in November 2023, and aims to reduce Microsoft's reliance on Nvidia's processors. Google and Amazon have also seen success with their own custom AI chips, Tensor Processing Units and Trainium chips, respectively. Microsoft has been actively seeking to ramp up production and persuade major cloud customers like Anthropic to adopt the Maia 300 chip.
TSMC, the chipmaker involved in the production talks, was not available for comment. Microsoft aims to secure capacity for more than one million Maia 300 chips, although component supplies and ongoing negotiations with TSMC could impact those plans.
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