Microsoft Plans to Unveil a Next-Generation AI Chip This Fall — The Information

Microsoft plans to unveil its new Maia 300 AI chip this fall, possibly as early as September, according to the technology publication The Information, citing sources.

Microsoft has been in talks with supplier Taiwan Semiconductor Manufacturing (TSMC) to reserve production capacity for more than 300,000 of these processors, with delivery scheduled for 2027, sources told the publication (as reported by Reuters and Bloomberg). The company also hopes to significantly ramp up production and convince major cloud customers, such as Anthropic, to switch to using this chip, The Information reports. Ultimately, Microsoft aims to secure capacity for more than 1 million Maia 300 chips, although these plans may be limited by component supplies and ongoing negotiations with TSMC regarding capacity, the publication notes.

A Microsoft executive, whom The Information did not name, declined to comment on specific production plans but noted that the company ultimately aims to produce Maia chips with a combined capacity of gigawatts.

Microsoft began rolling out Maia 200, its second-generation AI accelerator, in January; however, it lags behind competitors such as Alphabet and Amazon, whose chips are already widely used to power AI services, Bloomberg notes. For example, the AI startup Anthropic has agreements to use 1 million Amazon Trainium chips and Google Tensor Processing Units.

Microsoft shares rose 1.7% during trading on August 10. Year-to-date, they are up 5.2%, significantly underperforming the market: the S&P 500 index rose 13% over the same period.

This article was AI-translated and verified by a human editor