Microsoft is ordering 300,000+ Maia 300 AI chips from TSMC as it races to reduce its dependence on Nvidia

Microsoft is ordering 300,000+ Maia 300 AI chips from TSMC as it races to reduce its dependence on Nvidia

Microsoft orders 300k+ Maia 300 chips from TSMC, targeting 2027 delivery of gigawatt-scale AI capacity. Custom silicon is key to undercut Nvidia and lower infrastructure costs, but Maia lags rivals and tight TSMC capacity risks Microsoft's multibillion bet.