Microsoft shares touched their highest level in nearly a year on Oct. 12, rising 0.8% intraday, according to market data from BIT (Bit.com). The move came as the company said it plans to gradually raise the share of internally developed AI chips used in its data centers, a step aimed at reducing reliance on Nvidia GPUs.
Microsoft said future AI model requests will mainly be handled through its in-house Maia chip architecture, with the company planning to deploy gigawatt-scale computing capacity across the Maia series. On Monday, Microsoft unveiled its third-generation AI accelerator, Maia 300, which is expected to enter production in 2027.
The company said each data center rack will be able to carry 96 Maia 300 chips, double the count supported by the previous-generation Maia 200. Compared with GPUs, Microsoft said the new chip can deliver up to 7x the AI token throughput per rack and improve token processing per megawatt by about 40%. Microsoft added that Maia 300 is expected to improve AI service performance while lowering data center operating costs. Evercore ISI analysts estimate that by the first quarter of 2027, Maia chips will account for about 10% of Microsoft’s AI chip spending.
Microsoft shares touched their highest level in nearly a year on Oct. 12, rising 0.8% on the day, according to market data from BIT (Bit.com).
The company said it plans to gradually increase the use of its internally developed AI chips in data centers to reduce dependence on Nvidia GPUs. Microsoft said it will primarily rely on its in-house Maia chip architecture to handle AI model requests going forward, and plans to deploy gigawatt-scale computing capacity across the Maia chip family.
Maia 300 set for 2027 production
On Monday, Microsoft introduced its third-generation AI accelerator, Maia 300, which is expected to enter production in 2027. Each data center rack can support 96 Maia 300 chips, twice the number of the previous-generation Maia 200.
Microsoft said that, compared with GPUs, the new chip can deliver up to 7x AI token throughput per rack, while tokens processed per megawatt can increase by about 40%. The company said Maia 300 could improve AI service performance and reduce data center operating costs.
Analyst estimate
Evercore ISI analysts estimate that by the first quarter of 2027, Maia chips will make up about 10% of Microsoft’s AI chip spending.
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