United States · Business news · AI & Tech · 12 Oct 2026
AI: Chips and hardware · Cloud and data centres · Microsoft · Nvidia · TSMC — more AI news
Microsoft announced Maia 300, the third generation of its in-house AI chip, made by TSMC, with large-scale deployment from 2027. Azure chief Scott Guthrie said Maia will become the primary AI inference system for Microsoft products. Microsoft claims 40% more AI output per unit of power than leading GPU systems. Maia is not offered to outside customers.
Every inference workload Microsoft moves onto its own chips is spending that would otherwise go to Nvidia and AMD GPUs; Evercore ISI estimates Maia at about 10% of Microsoft's AI chip spending by early 2027. TSMC earns the manufacturing work either way. Microsoft says the shift could save it billions of dollars.
Reported by GeekWire — “Microsoft makes 'biggest bet yet' on its own silicon, unveils new AI chip to reduce reliance on Nvidia” ↗ on 12 Oct 2026.
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