Microsoft Prepares Strike Against Nvidia: Launch of Maia 300 AI Chips and Plan for One Million Units
🚀 Microsoft prepares a powerful response to Nvidia: the launch of Maia 300 AI chips is expected as early as September 2026.
📉 Goal: Reducing dependence on competitor chips and developing its own Azure infrastructure.
🏭 Scale: An order for more than 300,000 chips from TSMC is being discussed, with plans to reach 1 million units.
🤝 Clients: New accelerators may be offered to major partners, including Anthropic.
📊 Context: Microsoft is catching up with Google and Amazon, which are already actively monetizing their TPU and Trainium chips.
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