Microsoft Wants to Break Nvidia’s Grip With 300,000 AI Chips
Microsoft is preparing a major production push for its next-generation Maia 300 AI chip, potentially unveiling it as soon as September. The company is reportedly discussing capacity with TSMC for more than 300,000 chips in 2027, with ambitions to scale even further. The move could reduce Microsoft’s reliance on Nvidia, lower the cost of running AI workloads in Azure, and put its custom silicon strategy closer to those of Google and Amazon.