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Microsoft plans to unveil next-generation AI chip in September

Microsoft is planning to unveil its new Maia 300 AI chip this fall, potentially as soon ​as next month, The Information reported on Monday, citing ‌people with direct knowledge of the plans. The company introduced its Maia AI chip in November 2023 but has lagged rivals such as Alphabet and ​Amazon  in scaling up its in-house chip efforts as ​it seeks to reduce its reliance on Nvidia’s costly ⁠processors. Google began recognizing revenue from direct sales of its custom ​AI chips, called Tensor Processing Units, in the quarter ended June, ​while Amazon has also seen growing adoption of its processors, including its Trainium chips. Microsoft has been in talks with chipmaker TSMC to secure manufacturing ​capacity for more than 300,000 units of the chip for ​delivery in 2027, according to the report. It is also looking to significantly ramp up ‌production ⁠and persuade major cloud customers such as Anthropic to adopt the chip.

Full report : Microsoft plans to unveil its next-gen AI chip, the Maia 300, potentially as soon as September, and is in talks with TSMC to make 300,000 chips for 2027.