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Microsoft is accelerating its Maia 300 AI chip, aiming to mass-produce with TSMC for delivery in 2027 and to persuade cloud customers like Anthropic to adopt it, signaling a push to reduce dependence on Nvidia. Despite earlier delays, Maia 200 is already deployed in data centers and Maia 300 remains in design with a potential public unveiling soon as Microsoft expands its in-house accelerator lineup.
Databricks and Microsoft extended their strategic partnership into the 2030s, expanding Azure Databricks use for core operations and analytics and boosting Azure Cobalt to enhance performance and efficiency. The alliance will deepen integrations across Microsoft products, including Databricks Genie with Microsoft 365, and focus on governance, security, and scalable enterprise AI solutions.