Microsoft Unveils Maia 300 AI Chip, Plans Up to One Million Next Year

Microsoft unveiled Maia 300, the next generation of its in-house AI chip, with production deployments starting in 2027, and Reuters reported it may deploy more than one million chips next year. Microsoft says Maia 300 delivers about 40% more tokens per megawatt than leading GPU-based systems, though it did not name those systems. Its capital spending reached $35.80 billion in the quarter ended June, more than double a year earlier, while gross margin has fallen for three straight quarters to 67.20%. The article notes the 40% claim is Microsoft's own estimate, Maia serves internal services rather than Azure customers, and Microsoft remains a major buyer of Nvidia hardware. Taiwan Semiconductor Manufacturing (TSM), which builds the chip's compute chiplets, is described as a clear beneficiary either way.

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