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
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