Microsoft Corp. (NASDAQ: MSFT) is preparing to unveil its next-generation Maia 300 AI accelerator as soon as September. The company hopes the third time is the charm, as the Maia 300 is its third attempt to prove homegrown AI silicon can work at scale. Maia 100 shipped in limited volume, and Maia 200 was delayed and deployed narrowly.
Microsoft has entered talks to secure manufacturing capacity for more than 300,000 units from Taiwan Semiconductor Manufacturing Company (NYSE: TSM), with delivery planned for 2027. That figure dwarfs Microsoft's prior chip volumes.
