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Open original source ↗Microsoft $MSFT is reportedly aiming to secure capacity for over 1 million Maia 300 chips, but component supplies and capacity negotiations with TSMC $TSM could constrain that plan.
$NVDA $AVGO $MRVL
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Microsoft $MSFT is reported to be unveiling its new Maia 300 AI accelerator this fall, and is said to be in talks with TSMC $TSM with production of up to 300,000 chips in 2027. $NVDA $AVGO $MRVL
Beth_Kindig ↗