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Microsoft Deploys Maia 200 AI Chip as Nadella Affirms Ongoing Nvidia, AMD Purchases

Microsoft signals a hybrid chip strategy that pairs custom silicon with ongoing purchases from Nvidia, AMD.

Overview

  • The first batch of Maia 200 accelerators is now running in a Microsoft data center, with broader rollouts planned in the coming months.
  • Microsoft describes Maia 200 as optimized for large-scale inference and publishes specs claiming faster performance than Amazon’s Trainium and Google’s latest TPUs.
  • Mustafa Suleyman says the Superintelligence team will be the first internal user as it develops Microsoft’s frontier AI models.
  • A preview SDK is available for engineers, though analysts note that shifting workloads from Nvidia’s CUDA stack could pose migration hurdles.
  • Analysts say moving Microsoft’s internal inference to Maia could lower serving costs and ease customer competition for Nvidia GPUs, even as the overall supply squeeze continues.