Tuesday, October 13, 2026
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반도체·하드웨어 · 리포트

Microsoft unveiled its third-generation in-house AI chip, Maia 300, and plans to install multiple gigawatts of it for inference. Reports indicate deployment begins around 2027, with the chip aimed at reducing reliance on Nvidia GPUs. Wait, I should correct that: the translation is below. Microsoft가 3세대 자체 AI 칩 Maia 300을 공개했으며, 추론용으로 여러 기가와트 규모를 설치할 계획이다. 보도에 따르면 배치는 2027년경 시작될 예정이며, 이 칩은 Nvidia GPU 의존도를 낮추는 것을 목표로 한다.

주요 하이퍼스케일러가 기가와트 규모의 맞춤형 실리콘 도입에 나서면서, 추론 칩 수요가 Nvidia에서 이탈하고 네오클라우드 및 GPU 클라우드의 경제성에 영향을 미칠 수 있다.
업계 전문지Slicast · 2026년 10월 12일 14:44 UTC · 미국 · 출처: Capital Brief
중요도 90

Microsoft will install more than one million of its latest-generation AI chips in its data centres as it works to reduce its reliance on Nvidia.

Starting next year, the company plans to begin deploying multiple gigawatts of its Maia 300 chip, the latest version of its custom-designed processor, to run AI inference workloads for customers. Microsoft aims to make its data centres more efficient and to reduce some of the costs associated with Nvidia GPUs, which have become the industry standard. The company expects Maia 300 to deliver 40% more tokens per megawatt than leading GPU-based systems.

Microsoft, Amazon and Google are all developing their own AI chips to become more self-sufficient and reduce costs. Microsoft introduced its first-generation chip in 2023 and an upgraded version in January this year. Production of Maia 300 is expected to begin in 2027.

"As we move into the era of Super Intelligence, Microsoft is entering a new phase of infrastructure," the company said.

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Microsoft unveiled its third-generation… · Slicast