๐ป Microsoft's Maia 300 chip is coming in September โ and it wants 1 million units
Microsoft plans to reveal its next-gen Maia 300 AI chip as soon as September and is negotiating with TSMC for 300,000+ units with a long-term target of 1 million. The goal: slash reliance on expensive Nvidia GPUs and power Azure and the MAI model family with cheaper custom silicon. The catch? Nvidia already holds ~60% of TSMC's AI chip packaging capacity. Will Microsoft's silicon bet finally crack Nvidia's grip on AI compute?
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