AI silicon · US

Microsoft Maia is a division of Microsoft, so it is not valued separately; its value sits inside Microsoft.

Microsoft's in-house AI accelerator line and its NVIDIA hedge - the fourth hyperscaler silicon programme and, until now, the one this map did not carry alongside Google TPU and AWS Trainium.

Part of

Microsoft

Layer

AI silicon

Website

azure.microsoft.com

Relationships (3)

Notes

Microsoft's in-house AI accelerator line and its NVIDIA hedge - the fourth hyperscaler silicon programme and, until now, the one this map did not carry alongside Google TPU and AWS Trainium. Maia 300, announced 2026-10-12, is a multi-chiplet inference part: compute chiplets on TSMC's N2P process with separate memory-controller and I/O dies, eight HBM4 stacks giving 288 GB at 18 TB/s, a 950 W TDP, and 13.8 PFLOPS at FP4. A rack holds 96 accelerators in about 167 kW - against 72 GPUs at 142 kW for NVIDIA's GB300 - and Microsoft claims up to 7x the rack-level token throughput of Maia 200 and 40% more tokens per megawatt than leading GPU systems, without naming the baseline. Scott Guthrie says Azure Maia moves to multi-gigawatt deployments from 2027 and becomes the primary inference system for Microsoft's own products; The Information reported in August 2026 that Microsoft was in talks with TSMC for more than 300,000 of the chips for 2027, which Microsoft has not confirmed. The TSMC leg is `reported`, not verified: no Microsoft page naming the process surfaced and it reaches this map through trade coverage of the announcement.

Sources

• Reuters (via Techmeme), Microsoft says Maia 300 racks will hold 96 chips and use ~167 kW of power and plans to roll out multi-gigawatt deployments of the chip starting next year 2026-10-12
• StorageReview, Microsoft Maia 300 Puts 288GB of HBM4 at 18TB/s on an N2P Chiplet and 96 Accelerators in a 167kW Rack 2026-10-12
• Converge Digest, Microsoft Unveils Maia 300 Accelerator (Scott Guthrie on multi-gigawatt deployments from 2027; superpods of 128 racks and 12,288 accelerators) 2026-10-12
• Techzine Global, Microsoft unveils Maia 300, designed for multi-gigawatt deployments 2026-10-12

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Last updated 12 October 2026. Follow Microsoft Maia in any feed reader to hear when its valuation moves.

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