Microsoft Seeks 300,000 Maia 300 AI Chips for 2027 as TSMC Capacity Talks Advance
Updated
Updated · Bloomberg · Aug 10
Microsoft Seeks 300,000 Maia 300 AI Chips for 2027 as TSMC Capacity Talks Advance
3 articles · Updated · Bloomberg · Aug 10
Summary
Microsoft is seeking manufacturing capacity for more than 300,000 next-generation AI chips for delivery in 2027, marking a significant planned production increase.
TSMC is central to that push: Microsoft has been discussing foundry capacity with the Taiwanese supplier, according to the Information, citing people familiar with the matter.
The expansion centers on Microsoft's upcoming Maia 300 chip, which the report said the company is preparing to unveil this fall.
The move signals Microsoft is scaling its in-house AI hardware ambitions beyond launch plans and locking in supply well ahead of 2027 deliveries.