A new report claims that despite having spent years designing its own AI chips, Microsoft's first in-house silicon offering has been delayed by six months. Furthermore, when it finally does launch in 2026, it will reportedly fall short of the performance of Nvidia's Blackwell chips, according to The Information.
A new report claims Microsoft's chip is taking much longer than expected, which will amplify the gulf in performance to Nvidia Blackwell, making them even less competitive by the time the chips go into production.
