Microsoft seeks capacity for 300,000 Maia 300 chips to cut AI costs
Microsoft is seeking TSMC capacity for more than 300,000 chips in 2027 after deploying Maia 200 in only two U.S. data centers.
By Ryan Merket · Published
Primary source: The Information
Why it matters
Maia 300 could lower Microsoft's inference costs and reserve Nvidia systems for paying Azure customers, but the strategy needs manufacturing scale and an outside customer.
Microsoft plans to unveil its Maia 300 AI accelerator this fall and is discussing manufacturing capacity for more than 300,000 chips in 2027, a sharp increase meant to turn CEO Satya Nadella's custom-silicon program into a credible alternative to Nvidia.…
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