Microsoft will increase its use of homegrown AI chips, the Maia series, after years of reliance on Nvidia graphics processing units. The software giant unveiled its third-generation Maia AI accelerator on Monday and said it will mainly rely on its own silicon to handle incoming requests. Microsoft is targeting multi-gigawatt deployments with the Maia family and plans to pack 96 Maia 300 chips per data center rack, double the number for the Maia 200. Evercore ISI analysts estimate Maia will represent about 10% of Microsoft’s spending on AI chips by the first quarter of 2027, though Nvidia will remain a major player for training models.
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