Microsoft to Unveil Maia 300 AI Chip This Fall

Microsoft is preparing to unveil its next-generation Maia 300 artificial intelligence chip this fall, potentially as early as September, as part of a significant expansion of its homegrown silicon program aimed at reducing reliance on Nvidia. The company is also in discussions with manufacturer TSMC to secure capacity for more than 300,000 units of the new chip for delivery in 2027, with a longer-term goal of exceeding one million units.

The move represents Microsoft's most ambitious step yet in the custom AI chip race, where it is competing with Google and Amazon, both of which have spent years developing their own processors. Microsoft introduced its first Maia chip in November 2023 and unveiled the second-generation Maia 200 in January 2026. The Maia 200, built by TSMC using a 3-nanometer process, has already begun deploying in Microsoft data centers in Iowa and Arizona, where it is powering internal applications including Microsoft 365 Copilot and OpenAI's models.

The company's internal chip program has moved more slowly than similar efforts at its rivals. Google has spent more than a decade developing its Tensor Processing Units and began recognizing revenue from direct...