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Microsoft's One Million Chip Gamble: Maia 300 Declares War on Nvidia

The SI Brief

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Microsoft's One Million Chip Gamble: Maia 300 Declares War on Nvidia

6 просмотров · 8 ч назад
The SI Brief
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6 просмотров · 8 ч назад
Microsoft just declared war on the most powerful chip company on earth. The Maia 300 — its third-generation custom SI chip — is built for one thing: making tokens cheaper than Nvidia can. In this episode: What happened: 1M+ Maia 300 chips planned for 2027, TSMC 2nm chiplets, 96 chips per rack The 40% efficiency claim — and why it's Microsoft's own math Backstory: Maia 100 (2023) → Maia 200 (Jan 2026) → now the million-chip era Why it matters: SI is now a compute business, not a model business Three things to watch: TSMC 2nm capacity, OpenAI's own silicon, the inference price war New SI episode every morning. Subscribe for your daily edge. #SuperIntelligence #Microsoft #Maia300 #AIChips #Nvidia #AINews #TechNews #TheSIBrief