Microsoft Targets Maia 300, Over 1 Million Units

Microsoft is accelerating its Maia AI chip program with plans to unveil Maia 300 as soon as September and to secure manufacturing capacity with TSMC for more than 300,000 units to be delivered in 2027, while aiming to exceed 1 million units over time. The effort is part of a broader strategy to reduce reliance on Nvidia by building in-house accelerators for Azure and competing with Google and Amazon in custom silicon. Talks with Anthropic about supplying Maia chips are ongoing, highlighting Microsoft’s push to win external demand alongside internal deployments. Maia 200, built on TSMC’s 3nm process and deployed in data centers in the US, has shown performance gains and is powering Microsoft 365 Copilot and OpenAI models, signaling real-world use and ongoing expansion into production. Industry coverage notes that the push reflects a competitive scramble for exclusive access to advanced-node capacity amid tight supply constraints. Microsoft officials stress that production figures are part of a long-term program and do not reveal the full scale of their custom silicon efforts.