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The Verge AI更新于 10月14日 10:02

微软发布第三代自研 AI 芯片 Maia 300,2027 年起量产部署

Microsoft’s new AI chip makes it less reliant on Nvidia’s GPUs

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微软发布第三代自研 AI 芯片 Maia 300,定位为微软产品与服务的“主要 AI 推理系统”,将于 2027 年开始量产部署。微软云业务执行副总裁 Scott Guthrie 称,Maia 300 每兆瓦 token 数比主流 GPU 系统高 40%,在 96 加速器整机架配置下机架级 token 吞吐量最高可达 Maia 200 的 7 倍。该芯片采用 chiplet 架构、基于台积电 N2P 工艺,将计算、内存控制器与 I/O 功能分离,面向长上下文推理、低延迟对话和持续多步智能体任务。

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微软公布第三代自研 AI 芯片 Maia 300 的能效与量产时间表,读者可据此判断云厂商自研推理芯片的推进节奏。

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Microsoft is announcing its third-generation Maia in-house AI chip today, designed to be the “primary AI inference system” for Microsoft’s products and services. Maia 300 not only improves the cost and efficiency of running AI workloads in the cloud, it’s also more capable of handling the latest reasoning models and agentic tasks.

Maia 300 will start being rolled out to production in 2027, and it has been designed with efficiency in mind. “We expect Maia 300 to deliver 40 percent more tokens per megawatt compared to leading GPU-based systems,” says Scott Guthrie , executive vice president of Microsoft’s cloud group. “And in a full 96-accelerator configuration, it delivers up to 7x the rack-scale token throughput of Maia 200.”

These efficiency improvements will allow Microsoft to rely mainly on its in-house AI chips soon, instead of ones from Nvidia and AMD. “We will scale our Azure Maia family to multi-gigawatt deployments starting in 2027, making Maia the primary AI inference system for Microsoft products and services,” says Guthrie.

Maia 300 is a successor to the 200, which was only announced in January . Maia 200 is already running on production AI workloads across Microsoft, including Microsoft Copilot, GitHub Copilot, Microsoft Foundry, and Microsoft’s own AI models.

“Maia 200 is the best performing AI infrastructure in our fleet, measured in real world metrics for AI services,” says Guthrie. “Maia 300 is a complete AI system designed for the new types of AI workloads emerging today: Long-context reasoning, latency-sensitive conversational experiences, and sustained, multi-step agentic tasks.”

Microsoft is using a new chiplet architecture to get its all-important efficiency gains. Built on TSMC’s N2P process node, the latest Maia 300 architecture separates compute, memory controller, and I/O functions. “This increases the silicon area dedicated to compute performance and allows each function to use the technology best suited to its role,” says the Azure hardware and infrastructure team.

Maia 300 is also a key part of Microsoft’s own AI model work, and could help the company achieve its goal of catching up with Google DeepMind, OpenAI, and Anthropic. “We have to work across the full stack, all the way down to the silicon,” says Microsoft AI CEO Mustafa Suleyman. “At that scale we need a platform that we own, and that we co-design with our models. That’s why running our Microsoft AI models on top of the Maia chip is a critical focus for our team.”

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The Verge AI