Microsoft reportedly plans to unveil Maia 300, its custom AI silicon. Also it wants TSMC capacity for 300,000 Maia 300 chips for future delivery.

Microsoft says the chip delivers over 30% more tokens per dollar than the latest silicon in its fleet.

More in-house accelerators could reduce Microsoft's exposure to NVIDIA supply and pricing while letting Azure tune hardware and software together.

Reuters says Microsoft has discussed 2027 capacity with TSMC and is trying to get major cloud customers, including Anthropic, onto Maia 300.

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reuters .com/business/microsoft-plans-unveil-its-new-maia-300-ai-chip-this-fall-information-reports-2026-08-10/