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Microsoft plans multi-gigawatt deployments of its Maia chips from 2027. What the new Maia 300 can do and why Microsoft wants to cut its reliance on Nvidia.
Microsoft plans to unveil Maia 300 this fall, targeting 300,000+ TSMC-built chips for 2027 to challenge Nvidia Blackwell, Google TPU v7, and AWS Trainium 3.
By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.